How the Secure Act has created the greatest opportunity for Estate Planning lawyers since the Economic Growth and Tax Reconciliation Relief Act of 2001 (EGTRRA). What is new and what stayed the same when planning for IRA’s. The Estate Planning Asset protection and “stretch” planning opportunities available to you and your clients. You will learn the importance of identifying the Beneficiary’s Annual Income (BAI™) and the Excess Annual Trust Tax (EATT™) to choose the best planning strategy.
Upon course completion, you will be able to:
Presented by Dave Zumpano, Esq. of Lawyers with Purpose
Two (2) hours of CLE credit will be offered with the surrounding MCLE states.