NYSBA Members: $50
Webinar: The SECURE Act - Impacts on Retirement Planning
Learn from experienced practitioners about the new SECURE Act and its impact on retirement planning including an overview of the existing minimum distribution rules and changes under the SECURE Act as well as planning and administration changes such as the stretch elimination, applicable exceptions and charitable planning.
Co-Sponsored by the Trusts & Estates Law Section, the Elder Law & Special Needs Section and the Committee on Continuing Legal Education.
Friday, February 7, 2020 | 1:00 P.M.
1.0 MCLE Credit: 1.0 Areas of Professional Practice
NYSBA Member: $50 | Non-NYSBA Member: $150
Co-Sponsoring Section Member: $25
Overview of Existing Required Minimum Distribution Rules and SECURE Act Changes
- Required Beginning Date
- Repeal of Maximum Age for Contributions
- Penalty Free Withdrawals
- Part-Time Participation
- 5% Owners
- Roth Conversions
Planning and Administration Changes
- Stretch Elimination
- Exceptions to the Stretch Elimination
- Trust as Beneficiary: Conduit v. Accumulation
- Charitable Planning
Patricia J. Shevy, Esq., The Shevy Law Firm, LLC, Albany
Jennifer M. Boll, Esq. Bond Schoeneck & King, PLLC, Albany
David Pratt, Esq. Albany Law School, Albany
Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys. For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.
Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey. If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
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To view the full list of Continuing Legal Education Programs, click here.
If you have any questions about this program, please contact staff attorney Sally Bratten or program coordinator Jennifer Wright.