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CREATIVE AND INNOVATIVE PLANNING IN THE WAKE OF THE SECURE ACT



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Join Alan Gassman, Christopher Denicolo and Brandon Ketron for this 90 minute webinar which addresses the sweeping changes to estate planning for all retirement plans, how the new rules affect each type of client’s estate plan, and opportunities and pitfalls resulting from this far-reaching law.

Participants in the program will receive charts and other materials that will help advisors understand and explain the complex provisions of the SECURE Act, and provide advisors with language for trust documents and planning techniques that can be implemented to help assure that client’s estate plans are best positioned in light of the SECURE Act. There is no ""one size fits all"" solution to a client’s plan, and each situation needs to be evaluated and alternatives need to be considered to help assure that each client gets the best plan for him or her.

Attendees will also learn the rules that have changed and the rules that have stayed the same, and why trust planning can be very important with respect to retirement plans.

 

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There will be no CE for this webinar


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Alan S. Gassman is a lawyer practicing in Clearwater, Florida with the law firm of Gassman, Crotty & Denicolo, P.A. Alan has a Post-Master's Degree (LL.M.) in taxation from the University of Florida, and is a board-certified trust and estate lawyer. Alan will speak on Creative Planning Using IRC Sections 199A and 1202 at the 44th Annual Notre Dame Tax & Estate Planning Institute in South Bend, Indiana on October 11th and 12th. The brochure on this year's Notre Dame Tax & Estate Planning Institute can be viewed at this link: 44th Annual Notre Dame Tax & Estate Planning Institute.



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