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DTSTART:20200903T203000Z
DTEND:20200903T223000Z
LOCATION:Zoom  Web Conference - Link will be provided 8-28-20
UID:1903620200903T203000ZWebinar - Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans.
DTSTAMP:20260305T233006Z
DESCRIPTION:\nSeptember 3, 2020 Time: 3:30-5:00 pm. \n \nAfter joint with the FPA of Greater St. Louis. Two hour presentation \n \nZoom Meeting Only \n \nAbout the Program \n \nThree major new developments in planning for retirement benefits! The SECURE Act upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. The CARES Act cancelled required minimum distributions for 2020, plus provides tax breaks for coronavirus-related distributions. Plus, new IRS life 3 expectancy tables!\n \n \n What to tell new clients about their options for retirement benefits Reviewing existing estate plans---don’t change the document, change the plan! How does the 10-year rule work for individuals? Trusts? The four different sets of minimum distribution rules for the five categories of “eligible designated beneficiaries” who still get the life expectancy payout Alternatives---charitable trusts, Roth conversions, annuities? SECURE effect on pre-2020 deaths CARES cancels RMDs: Planning implications, effect if you already took RMD \nAbout the Speaker\n \nNatalie Choate is a lawyer with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her book Life and Death Planning for Retirement Benefits is a leading resource for estate planning professionals.\n \nMiss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.\n \nHer articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, California, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.\n \nReservation Policy\n \nAll attendees are required to register in advance.  Webinar Group - Members $12 and $25 for guests. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. \n ------\n\n \nContinuing Education\n \nEPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE \n \nFPA Association  has requested approval for CE in the following areas: Missouri Life & Health Insurance CFP   \n \nEPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.\n \nComplaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: [www.learningmarket.org](http://www.learningmarket.org/). Complaint resolution policy: please note your problem in the speaker evaluation.\n \nCPE Information for CPAs\n \n       CPE Learning Objectives\n \nDelivery Method: Live\n \nEarn 2 CPE Credits for this session. \n        Field of Study: Specialized knowledge.\n        Program: Intermediate\n        Prerequisites: There are no prerequisites or advanced preparation for this session.\n        Who should attend: Everyone at all levels\n \nA certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.\n \nCFP Learning Objectives\n \nLevel of Complexity: Overview \n \n  \n ------\n\n \nClick [HERE](https://www.epcstlouis.org/members/application) for the EPCSTL New Member Application\n
SUMMARY:Webinar - Estate Planning for Retirement Benefits after SECURE: The new planning landscape and what to do with existing plans. - Estate Planning Council of St. Louis 
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