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2020 Secure Act: How it Changes & Basic Planning Strategies

Originally presented during our 2020 Annual Estate, Trust & Elder Law Institute Virtual Conference, December 10-11. Join estate planning practitioners, Robert K. Kirkland and Kathleen R. Sherby, as they examine how The SECURE Act changed the rules for post-mortem distributions of IRAs and qualified retirement plans and what the changes mean for basic estate planning strategies.
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Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio and Video

Description

Originally presented during our 2020 Annual Estate, Trust & Elder Law Institute Virtual Conference, December 10-11.

Join estate planning practitioners, Robert K. Kirkland and Kathleen R. Sherby, as they examine how The SECURE Act changed the rules for post-mortem distributions of IRAs and qualified retirement plans and what the changes mean for basic estate planning strategies.

Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis 

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Faculty

2020 Secure Act: How it Changes & Basic Planning Strategies

Robert Kirkland Related seminars and products: 4

Kirkland Woods & Martinsen LLP


Bob Kirkland is Managing Partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, Missouri and Overland Park, Kansas. He works with a variety of individual clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate and trust administration matters.

Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee. He is listed in The Best Lawyers in America.


2020 Secure Act: How it Changes & Basic Planning Strategies

Kathleen Sherby Related seminars and products: 3

Bryan Cave Leighton Paisner LLP


Kathy Sherby is in the Private Client Group of Bryan Cave Leighton Paisner LLP. Her practice involves representation of individuals in all aspects of wealth transfer planning. Her particular focus is estate planning for retirement benefits. She co-chaired the subcommittee that prepared ACTEC's comments to Treasury on the SECURE Act.