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.
Agenda
Faculty
Jo Ann Gambale, Esq.
Wilentz, Goldman & Spitzer, P.A.
- Chair of the Trusts & Estates Department at Wilentz, Goldman & Spitzer, P.A.
- Practice emphasizes all aspects of taxation, estate planning, and estate administration
- Conducts seminars and workshops on estate planning, taxation, and formation of partnerships and LLCs
- Past Executive Committee Member of the California State Bar Taxation Section; Past co-chair of the San Diego County Bar Association Tax Section
- Selected for inclusion in the ‘Ones to Watch’ 2021 list of Best Lawyers in America in the area of Trusts and Estates
- LL.M. Degree in taxation, University of San Diego; J.D. Degree, Georgetown University Law Center
- Can be contacted at [email protected] or (732)855-6091
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