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SECURE Act: What Every Trusts & Estates Lawyer Needs To Know 2020

Product ID: CA3010W
Presented By: State Bar of Wisconsin PINNACLE

Sweeping changes

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The federal appropriations bill made significant changes to the rules for making contributions to and withdrawing from retirement accounts.

Many of the Act’s provisions are meant to help Americans save more for the future; however, some key provisions may have adverse impacts on retirement plans — especially for designated beneficiaries.1 Estate plans that were drafted through the end of 2019 might no longer match your clients’ financial planning goals.

What you need to know

Ashley L. Hawley and David Fenlon will help you navigate the new rules, so you can advise your clients on whether they should revisit and revise their estate plans. After reviewing the SECURE Act’s key provisions, you’ll be able to:

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OnDemand Seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 CLE

Date and Time

Tuesday, March 31, 202012:00 PM - 12:50 PM CT

Add to Calendar 3/31/2020 12:00:00 PM 3/31/2020 12:50:00 PM America/Chicago SECURE Act: What Every Trusts & Estates Lawyer Needs To Know 2020

Sweeping changes

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The federal appropriations bill made significant changes to the rules for making contributions to and withdrawing from retirement accounts.

Many of the Act’s provisions are meant to help Americans save more for the future; however, some key provisions may have adverse impacts on retirement plans — especially for designated beneficiaries.1 Estate plans that were drafted through the end of 2019 might no longer match your clients’ financial planning goals.

What you need to know

Ashley L. Hawley and David Fenlon will help you navigate the new rules, so you can advise your clients on whether they should revisit and revise their estate plans. After reviewing the SECURE Act’s key provisions, you’ll be able to:

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Sweeping changes

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The federal appropriations bill made significant changes to the rules for making contributions to and withdrawing from retirement accounts.

Many of the Act’s provisions are meant to help Americans save more for the future; however, some key provisions may have adverse impacts on retirement plans — especially for designated beneficiaries.1 Estate plans that were drafted through the end of 2019 might no longer match your clients’ financial planning goals.

What you need to know

Ashley L. Hawley and David Fenlon will help you navigate the new rules, so you can advise your clients on whether they should revisit and revise their estate plans. After reviewing the SECURE Act’s key provisions, you’ll be able to:

Read More ↓

Ashley L. Hawley is an associate attorney in the Wausau office of the Ruder Ware, L.L.S.C, where she works closely with individuals and families to design plans customized to their life situations, goals, and values. Her practice includes drafting and administering trusts, wills, and other estate planning documents as well as formation of entities for estate planning, business, or asset protection strategies.

In her almost ten years of practice in the estate planning realm, Ashley’s philosophy has always been to do everything she can for her clients. She recognizes that planning for a client’s legacy can be an extremely sensitive life event and approaches the task with empathy.

Ashley received her undergraduate degree, with comprehensive honors, from the University of Wisconsin-Madison, and she graduated cum laude from the University of Wisconsin Law School. Ashley is an active member of the State Bar of Wisconsin’s Elder Law and Special Needs, and Real Property, Probate, and Trust Law Sections.

David Fenlon is an attorney in the Green Bay office of Ruder Ware, L.L.S.C. At Ruder Ware, David works closely with clients to draft revocable and irrevocable trusts, wills, and other estate planning documents that best achieve their objectives. He also represents and advises personal representatives and trustees concerning the settlement of estates and administration of trusts.

David received his undergraduate degree from the University of Wisconsin-Madison, and his law degree from the University of Wisconsin Law School. He is currently a director of the State Bar of Wisconsin’s Real Property, Probate, and Trust Law Section.

  • Review key provisions of the SECURE Act that impact financial planning and retirement saving
  • Determine whether estate plans drafted prior to the Act need to be revised
  • Help IRA owners adjust their estate plans in light of the new stretch IRA provision
  • Understand the new potential tax burdens for designated beneficiaries
  • Trust and estate planning lawyers
  • General practitioners
  • ERISA/employee benefits lawyers
  • Tax lawyers
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