This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Trusts and the SECURE Acts (and Regulations): What Estate Planners Need to Know
Peter Moshang
Since January 1, 2020, there have been sweeping changes to the rules governing retirement assets (IRAs, 401(k)s, Roth accounts, etc.). This program will be a comprehensive review regarding what estate planners should know regarding planning with trusts and retirement assets under The SECURE Act 1.0 and The SECURE Act 2.0, as well as the final regulations for SECURE 1.0 and the proposed regulations for SECURE 2.0. This will include a review of the new rules, a comparison to the prior rules and a discussion of best practices in light of the new laws.
Recorded in February 2025.
Faculty
Peter Moshang, Esq.
Peter E. Moshang, Esq., joined Brown Brothers Harriman in 2022 as a Wealth Planner in the Philadelphia Private Banking office. Peter provides guidance to families and individuals on all aspects of their estate planning, including generational transfer of family wealth, business succession, philanthropy, next generation education and tax minimization. Previously, Peter was a Partner in private legal practice at Heckscher, Teillon, Terrill & Sager, P.C., where he focused his practice on estate and gift planning, estate and trust administration and closely held business succession planning. Peter currently serves on the Executive Committee of the Philadelphia Bar’s Probate and Trust Law Section. Peter is admitted to practice law in Pennsylvania, New Jersey and Florida, and is a member of the Pennsylvania, Philadelphia and Montgomery County Bar Associations. He is also a member of the Philadelphia Estate Planning Council and Montgomery County Estate Planning Council. Peter was named a Pennsylvania Super Lawyers Rising Star in 2019, 2020, 2021 and 2022, and was named Best Lawyers: Ones to Watch in America for 2023. Peter received his B.A. in Political Science and Economics, summa cum laude, Phi Beta Kappa, from the University of Richmond, and his J.D., cum laude, from Boston University School of Law, where he was the Editor-in-Chief of the American Journal of Law & Medicine.
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