A pre-recorded streaming AUDIO replay of one session from the September 2020 webcast seminar, 29th Annual Advanced Elder Law Update.
Cosponsored with the Virginia Academy of Elder Law Attorneys (VAELA)
For many of our clients, retirement plans make up a large percentage of their wealth and their legacies. Effective January 1, 2020, the SECURE Act drastically alters the tax implications of leaving these plans to our clients’ loved ones. How can we help our clients navigate the new rules and pass retirement plans to their beneficiaries in the most tax-efficient manner?