This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Retirement accounts often represent one of the largest assets in an estate, yet they present unique challenges for attorneys and advisors. This CLE will provide practical guidance on how to maximize retirement assets through strategic planning and thoughtful exit strategies. Topics include beneficiary designations, tax implications, Required Minimum Distributions, Roth conversions, and coordination with trusts and estate plans. Faculty will also address recent legislative and regulatory developments, including the SECURE Acts (and associated Regulations), and explore techniques to balance client goals for retirement income, asset preservation, and wealth transfer. Attendees will leave with strategies to better protect clients and ensure efficient and effective retirement planning.
Faculty
Peter E. Moshang, Esq.
Peter E. Moshang, Esq. is a Partner at Heckscher, Teillon, Terrill & Sager, P.C. in West Conshohocken, Pennsylvania. 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. Peter currently serves on the Executive Committee of the Philadelphia Bar’s Probate and Trust Law Section and serves as a Co-Chair of the IRA Plans & Distributions Committee for the American Bar Association Real Property Trusts & Estate Section. Peter is admitted to practice law in Pennsylvania, New Jersey and Florida, and is a member of the Pennsylvania, Montgomery County and Philadelphia 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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