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Practical Estate and Trust Planning After the Secure Act - Including Sample Provisions, Checklists and Client Explanation Letters



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Recording and Slides are Available Here


FEELING INSECURE ABOUT THE SECURE ACT?

We can make this your “cup of tea” in 90 minutes.

 
Please tune into our video webinar on Thursday, January 9th at 3:00 pm where we will unveil our TEAPOT SYSTEM, Spousal Rollover Accumulation Agreements and other planning opportunities while covering all of the basics and most of what you will need to know to provide the best estate planning and “stretch trust” mechanisms for your clients.

Includes easy to understand charts, client letters, and sample language for the TEAPOT SYSTEM, which features teacups for minors and other special beneficiaries.

No sugar added.

Practical Estate and Trust Planning After the Secure Act - Including Sample Provisions, Checklists and Client Explanation Letters

Join Christopher Denicolo, Brandon Ketron and Alan Gassman as they discuss the practical implications of the passage of the Secure Act including:

1. What provisions in trust documents can now be modified or eliminated

2. The benefits/downsides of maintaining retirement plans in conduit vs accumulation trusts.

3. The new Ten Year Stretch and exceptions thereto, and how to best coordinate the stretch trust rules to marital trusts. 

4. Charts and spreadsheets illustrating the effect of the loss of the stretch IRA and how ‘conventional wisdom’ is not always right.

5.  Sample beneficiary designation language.

6.  Sample IRA trust provisions.

7.  How to help evaluate if and when to have annuities under IRA’s and avoiding sales approaches and products that may be detrimental to your client

 

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There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Including Sample Provisions, Checklists and Client Explanation Letters"> Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

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Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs. 



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