Lost among the chaos of 2020 was a massive shift in estate planning.
The SECURE Act, passed in December 2019, grabbed headlines because it changed trust and beneficiary planning for many retirement accounts.
Then COVID-19 uprooted many family, business and other plans.
We also saw the growth and prominence of cryptocurrencies, which present digital estate planning challenges, and the adoption of RUFADAA.
Now tax and administrative changes proposed by the Biden Administration could further uproot estate planning.
Join Jamie Hopkins, Director of Retirement Research at Carson and Managing Director of Carson Coaching, on Thursday, June 10, at 1 p.m. CT for a discussion on how you can help clients adapt to these changes.
During this estate planning presentation, you’ll learn more about:
– How the legal changes in the SECURE Act and CARES Act relate to estate planning
– What it means to have a digital estate plan in place
– Why many trusts need to be updated in light of technology, legal and other advances
– The importance of terms of service agreements (TOSAs) as they relate to estate planning
– How to handle the Biden Administration estate planning changes
– How to incorporate life insurance trusts and charitable trusts in a rising estate tax environment
This is a continuing education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.