| MCLE Credit: | 1.5 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.5 Trusts and Estates (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
1.5 (GAL Information) |
| Price: | $119 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2026 |
$119.00 (or 1.5 Bundle Credits)
A pre-recorded streaming VIDEO replay of one session from the April 2023 live seminar, Conner-Zaritsky 44th Annual Advanced Estate Planning and Administration Seminar.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
The SECURE Act simplifies some aspects of planning for retirement accounts, and it complicates others. The proposed regulations relating to the SECURE Act included helpful guidance and a few surprises. This presentation addresses what has changed, what has stayed the same, and how you, as a planner, can apply the new rules to the common situations that your clients face.
FACULTY
Timothy H. Guare, Timothy H. Guare, PLC / Richmond
Jennifer E. Shirkey, Flora Pettit / Harrisonburg
MODERATOR
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
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