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The ABC’s of Estate Planning for Retirement Benefits in a Post-SECURE World

Exclusive On-Demand Webinar from Natalie Choate

Please Note: ILS Subscribers have complimentary access to this video in the ILS Webinar Library

The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients. A lack of regulatory guidance has generated further confusion, as professionals try to work within a framework of regulations that doesn’t match the framework of the new law. Add to that a seemingly contradictory IRS publication – which fortunately appears to be an inadvertent error – and it’s no wonder planning for retirement benefits remains a hot topic for discussion.

Blockchain Technology and Estate Planning: Cryptocurrencies, NFTs, E-Wills, and Other Ways Blockchain May Affect Modern Estates

Digital assets were only the beginning. Today, there is a new intersection of technology and property interests that most estate planners – in fact, most people - don’t yet understand. Slowly, but surely, estate planners are starting to see clients with asset portfolios that include cryptocurrency and non-fungible tokens (NFTs). Much like tangible property or other intangible interests, these are assets of value, and therefore must be addressed as part of the estate plan. But unlike more traditional forms of property, understanding the nature of these assets requires some background information, and answers to some basic questions. What exactly are they? How are they owned? How can they be transferred? And maybe most importantly in a time of potential tax law changes, how are they valued?

Heckerling Review Webinar - 2021 Roundup of the 55th Annual Heckerling Institute on Estate Planning

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq. and Martin Shenkman, Esq. will provide a 60-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.

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For more information, visit RetirementBenefitsPlanning

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