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The Secure Act Is Now Law: Are You Fully Prepared? THE TEN-YEAR RULE – EVERYONE NEEDS TO RECONSIDER EVERYTHING! A NEW PRESENTATION FILLED WITH FRESH IDEAS AND PERSPECTIVE



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Recording and Slides are Available Here


We have been working on SECURE strategies for the last five months and beginning to better understand the ten year rule.   The legislation includes many changes to retirement plans, however the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.” This change will decrease wealth transfer and require estate plan updates.   Everyone needs to touch base with their clients on suggested improvements to their estate plans.

The best way to continue to prepare for this seismic change is to join Bob Keebler in this updated Webinar where Bob will cover the following points: 

·      Flowcharts, checklists and practical protocols to help you help your clients

·      Urgent estate administration protocols and disclaimers for late 2019 deaths

·      Best strategies available to your clients and how to avoid the five year rule

·      The conduit trust RMD disaster and solutions – why most conduit trusts are now imprudent or worse

·      Reformations and decanting to avoid a spendthrift disaster the latest thinking

·      Selecting the right “heir” to receive the IRA and the best strategy for different beneficiaries  

·      The new spousal rollover trap and disclaimer planning – Real world experiences

·      IRD meets DNI – understanding the taxation of trusts named as IRA beneficiaries

·      Examples to explain the quantitative difference under the new law compared to the old

·      Using CRTs to maintain deferral and bracket management - the law and the math

·      The mathematics of SECURE Act motivated Roth conversions for better bracket management and greater wealth transfer

·      Using IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout

·      Using single life insurance to enhance bracket management - the unbiased math

·      Using Second-to-Die insurance to increase wealth transfer

·      Urgent action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts 



There will be no CE for this webinar


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of ""first impression."" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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