The Missouribar – 2020 Secure Act: How it Changes & Basic Planning Strategies

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Summary

• Archive: Practice Area:Trusts, Estate Planning & ProbateFormat:Audio and Video Description Originally presented during our 2020 Annual Estate, Trust & Elder Business and Sales Institute Virtual Conference, December 10-11.

• Join estate planning practitioners, Robert K. Kirkland and Kathleen R. Sherby, as they examine how The SECURE Act changed the rules for post-mortem distributions of IRAs and qualified retirement plans and what the changes mean for basic estate planning strategies.

• Speakers: Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, and Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis Note: This material qualifies for self-study credit only.

• Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year.

• Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

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