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Estate Planning With Retirement Benefits (Web)

Estate Planning with Retirement Benefits in Light of the SECURE Act
Wednesday, November 4, 2020 | 4:00 pm - 6:45 pm

For New York Attorneys:
Newly admitted attorneys (those admitted to the New York State Bar for two years or less) may participate in Skills CLE courses in  live, nontraditional formats, where questions are allowed during the program (through January 31, 2021 per recent guidance of the CLE Board – for more information, click here).

Program Fee:

$229 for Members | $329 for Nonmembers
Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
New York: 3.0 Skills
New Jersey: 3.0 General
California: 3.0 General
Pennsylvania: 2.5 General
Connecticut: Available to Licensed Attorneys

This program provides transitional/non-transitional credit to all attorneys

This program will address estate planning with retirement benefits in light of the SECURE Act. The program will first examine in depth the transformational rules that now apply to inherited retirement plan benefits (including individual retirement accounts [IRAs]. The program will thereafter address how our clients should now plan in the face of these new rules, including through the use of conduit trusts and accumulation trusts, as well as through charitable remainder trusts.

Click Here to View Program Agenda & Faculty

Program Chair:
Kevin Matz,
Stroock & Stroock & Lavan LLP

Sponsoring Association Committee:
Estate & Gift Taxation, David E. Stutzman, Chair

New York City Bar 42 West 44th St New York, NY 10036

Wednesday, 04 November 2020


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