• Simulcast
  • Live In-Person
  • Webcast

The Secure Act: What You Need to Know 2020

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Feb. 25, 2020
9:00 AM
ENDTue., Feb. 25, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTTue., Feb. 25, 2020
9:00 AM
ENDTue., Feb. 25, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Feb. 25, 2020
9:00 AM
ENDTue., Feb. 25, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTTue., Feb. 25, 2020
9:00 AM
ENDTue., Feb. 25, 2020
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

The SECURE Act, which went into effect Jan. 1, 2020, significantly changes the Required Minimum Distribution (RMD) requirements for inherited accounts and increases the age that you are required to start your RMDs to age 72, if you did not reach age 70.5 by the end of 2019.

Retirement assets are a significant part of a client’s estate planning.  However, retirement assets have special income tax considerations that differ from other assets passing as part of a client’s estate plan.  Effective January 1, 2020 the SECURE Act went into effect and altered many rules relating to retirement assets. 

This presentation will highlights how the changes effect the estate planning of clients during their lifetime and at death, and potential strategies for dealing with these changes.

 

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Practice Areas

Faculty

NameFirm/Company
Thomas O. Hiscott Esq. Heckscher Teillon Terrill & Sager PC
Peter E. Moshang Esq. Heckscher Teillon Terrill & Sager PC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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