SECURE Act: Leaving Retirement Assets to Trusts
Thank you to our Sponsors!
Platinum Sponsors: Longmont Community Foundation and Midwest Trust
Gold Sponsors: Bank of America Private Bank, Bedford Wealth Advisors and Gibraltar Valuations
Bronze Sponsor: Weinberger Law, LLC
Planning with retirement assets was already complex, and then the SECURE Act changed the strategies for leaving retirement assets to trusts. This program will delve into planning with trusts, including conduit trusts and qualifying accumulation trusts. Topics to be addressed include the rules on how to structure these trusts, advantages and disadvantages of each, and common scenarios with leaving retirement assets to trusts. It is the intention that the program will primarily cover topics that are not addressed by the July 28th program.
CFP, CLE, CPA: Approved. CLU/Insurance: Pending. Designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 1 hour.
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