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24 Slides available anytime
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Restructuring Trusts for the New Tax Law: Trusts Under the SECURE Act

 

Learn how the SECURE Act is changing trust planning and how to best advise your clients with changes taking place.

The SECURE Act 2.0 was signed into law on December 29, 2022, just a few short years after the SECURE Act of 2019 had already dramatically impacted estate planning involving retirement benefits. The SECURE Act 2.0 changed the landscape of estate planning with retirement benefits yet once again. In this informative seminar, you will learn how to avoid unintended tax consequences under these new rules and to take advantage of potential opportunities under the new rules.

Faculty

Jo Ann Gambale, Esq.

Jo Ann Gambale, Esq.

Wilentz, Goldman & Spitzer, P.A.