| MCLE Credit: | 1.5 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.5 Trusts and Estates Practice (Designations Information) |
| Price: | $119 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2028 |
$119.00 (or 1.5 Bundle Credits)
A pre-recorded streaming VIDEO replay of one session from the April 2025 live seminar, Conner-Zaritsky 46th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
The SECURE Act and follow-on SECURE 2.0 Act simplified some aspects of planning for retirement accounts and complicated others. Final and proposed regulations released by the IRS in July 2024 to implement these laws’ overhaul of required minimum distributions included helpful guidance and a few surprises. This presentation addresses what has changed, what has stayed the same, and how you, as a planner, can apply the updated rules to the common situations that your clients face.
Timothy H. Guare, Timothy H. Guare, PLC / Richmond
Jennifer E. Shirkey, Flora Pettit PC / Harrisonburg
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
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