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

Question and Answer

What is Area:Trusts,?

Area:Trusts, is Archive: Practice 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..

How does Area:Trusts, Archive: Practice?

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.

What is estate planning practitioners,?

estate planning practitioners, is Join 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..

How does estate planning practitioners, Join?

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.

What is Robert K. Kirkland,?

Robert K. Kirkland, is Speakers: 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..

How does Robert K. Kirkland, qualifies?

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.

What is Regulation 15.04.5,?

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

How does Regulation 15.04.5, Pursuant?

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

What is Self-study programs?

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

How does Self-study programs do not qualify?

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

What is Faculty Robert Kirkland Related seminars and products:?

Faculty Robert Kirkland Related seminars and products: is 4 Kirkland Woods & Martinsen LLP Bob Kirkland is Managing Partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, Missouri and Overland Park, Kansas..

How does Faculty Robert Kirkland Related seminars and products: is?

Faculty Robert Kirkland Related seminars and products: 4 Kirkland Woods & Martinsen LLP Bob Kirkland is Managing Partner of Kirkland Woods & Martinsen LLP, with offices in Liberty, Missouri, Springfield, Missouri and Overland Park, Kansas.

What is He?

He is works with a variety of individual clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning..

How does He works?

He works with a variety of individual clients in the areas of gifting techniques, asset protection, charitable planning and business succession planning.

What is He?

He is also advises fiduciaries in estate and trust administration matters..

How does He also advises?

He also advises fiduciaries in estate and trust administration matters.

What is Mr. Kirkland?

Mr. Kirkland is is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee..

How does Mr. Kirkland is?

Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee.

What is He?

He is is listed in The Best Business and Salesyers in America..

How does He is listed?

He is listed in The Best Business and Salesyers in America.

What is Kathleen Sherby Related seminars and products:?

Kathleen Sherby Related seminars and products: is 3 Bryan Cave Leighton Paisner LLP Kathy Sherby is in the Private Client Group of Bryan Cave Leighton Paisner LLP..

How does Kathleen Sherby Related seminars and products: is?

Kathleen Sherby Related seminars and products: 3 Bryan Cave Leighton Paisner LLP Kathy Sherby is in the Private Client Group of Bryan Cave Leighton Paisner LLP.

What is Her practice?

Her practice is involves representation of individuals in all aspects of wealth transfer planning..

How does Her practice involves?

Her practice involves representation of individuals in all aspects of wealth transfer planning.

What is Her particular focus?

Her particular focus is is estate planning for retirement benefits..

How does Her particular focus is?

Her particular focus is estate planning for retirement benefits.

What is She?

She is co-chaired the subcommittee that prepared ACTEC's comments to Treasury on the SECURE Act..

How does She co-chaired?

She co-chaired the subcommittee that prepared ACTEC's comments to Treasury on the SECURE Act.

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