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eCourse

The SECURE Act and Charitable Planning Ideas Your Client Can Use

Contains material from Jan 2021

The SECURE Act and Charitable Planning Ideas Your Client Can Use
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Session 1: The SECURE Act: What Estate Planners Need to Know - The SECURE Act is the biggest estate planning change impacting retirement plans in two decades. Learn how the Act changes the way we plan for clients who have significant retirement plan assets, including changes to how we use trusts as retirement plan beneficiaries, and special planning that might need to be done for clients who want to name disabled, chronically ill, minor children, or close-in-age beneficiaries for their retirement assets.

Session 2: Charitable Planning Ideas Your Clients Can Use - Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore using donor-advised funds vs. private foundations, designing split-interest trusts to fit your clients’ needs, and using charitable trusts to mimic stretch IRA’s after the SECURE Act.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022

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Preview Sessions
Credit

1. The SECURE Act: What Estate Planners Need to Know (Jan 2021)

Stephen R. Akers, Melissa J. Willms

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
44 mins
(mp3)
40 mins
(pdf)
24 pgs
Session 1 — 44 mins, credit 0.75
The SECURE Act: What Estate Planners Need to Know (Jan 2021)

The SECURE Act is the biggest estate planning change impacting retirement plans in two decades. Learn how the Act changes the way we plan for clients who have significant retirement plan assets, including changes to how we use trusts as retirement plan beneficiaries, and special planning that might need to be done for clients who want to name disabled, chronically ill, minor children, or close-in-age beneficiaries for their retirement assets.

Originally presented at: Dec 2020 Estate Planning Workshop

Stephen R. Akers, Bessemer Trust - Dallas, TX
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX

2. Charitable Planning Ideas Your Clients Can Use (Jan 2021)

Mickey R. Davis

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
44 mins
(mp3)
40 mins
(pdf)
37 pgs
(pdf)
9 pgs
Session 2 — 44 mins, credit 0.75
Charitable Planning Ideas Your Clients Can Use (Jan 2021)

Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore using donor-advised funds vs. private foundations, designing split-interest trusts to fit your clients’ needs, and using charitable trusts to mimic stretch IRA’s after the SECURE Act.

Originally presented at: Dec 2020 Estate Planning Workshop

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX

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