Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late February of 2022, ending the long wait. Although the proposed regulations answer many questions, they also raise a few new wrinkles and include some perhaps surprising provisions.
The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.
Join Natalie Choate for a discussion of the new CARES Act, which impacts retirement benefits in two important ways—minimum distributions are “cancelled” for 2020, and special tax breaks are permitted for coronavirus-related distributions.
Whether you are a Trusts & Estates attorney, an Elder Law attorney, a Special Needs Planner, a Financial Advisor, Tax Accountant or CPA, you’ll want to hear Natalie break down just what this means for your future and existing clients.