On-Demand

Drafting trusts that will receive retirement benefits has been a challenge for estate planners, even before SECURE.  And as we navigate the post-SECURE landscape, new drafting issues continue to arise.  Some of those issues are helped along…
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With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are "general rules" that can be applied when drafting a trust to be named as beneficiary of…
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Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…
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Non ILS subscribers can rent this recorded webinar on-demand. 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.…
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Non ILS subscribers can rent this recorded webinar on-demand. Join Natalie Choate for a discussion of the new CARES Act, which impacts retirement benefits in two important ways – minimum distributions are “cancelled” for 2020, and special…
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Non ILS subscribers can rent this recorded webinar on-demand. Estate Planners are – perhaps surprisingly – starting off 2020 with a significant change in a major area of estate and financial planning.
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