The SECURE ACT & Other Recent Developments in Estate Planning for Retirement Assets - Oct. 27



The SECURE ACT & Other Recent Developments in Estate Planning for Retirement Assets

3 CLE - Thursday, October 27; 9:00 A.M. - 12:15 P.M.

Live Individual Webcast ONLY - From your home or office



Mr. Kirkland is a featured speaker at the Annual Midwest Estate Tax & Business Planning Institute. This seminar is an expanded & updated version of his June 2022 presentation


TOPICS:

• Designation of Individuals as Beneficiaries of Qualified Plans/IRAS

• Leaving Retirement Assets to Trusts

• Estate Planning in Light of the SECURE Act

• Miscellaneous Provisions from the SECURE Act Proposed Regulations

• Creditor Access to Inherited IRA’s

• IRA Owners/Retirement Plan Administrators Behaving Badly

• Naming Charity’s as Beneficiary of the IRA

• Lifetime Gifts of Qualified Retirement Benefits to Charity

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FACULTY:

Robert K. Kirkland

Kirkland Woods & Martinsen LLP, Liberty, MO


Robert K. Kirkland is founding partner of the law firm of Kirkland Woods & Martinsen LLP, which has offices in Liberty, Missouri, Springfield, Missouri, Clayton, Missouri and Overland Park, Kansas. He is licensed to practice law in Missouri and Kansas. He works with a variety of individual clients, handling the preparation of estate planning instruments, and counseling clients in the areas of estate and gift tax minimization, probate avoidance, gifting techniques, asset protection, charitable planning and business succession planning. He also advises fiduciaries in estate, conservatorship and trust administration matters.

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The SECURE ACT & Other Recent Developments in Estate Planning for Retirement Assets

3 CLE - Thursday, October 27; 9:00 A.M. - 12:15 P.M.

Live Individual Webcast ONLY - From your home or office



ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE

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