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SECURE FAQs and CARES First Look



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Most estate planners have heard the basic themes of SECURE 2019: No more life expectancy payout except for eligible designated beneficiaries, 10 year rule for others, etc. In talking to planners, the same questions keep coming up, so it's time to dig in to "SECURE ROUND 2"  of SECURE. In her exclusive LISI Webinar, Natalie Choate provides her perspective on the SECURE Act Round 2 and also reviews how the CARES Act impacts planning for retirmement. Here's an overview of what Natalie will cover in her content-packed LISI webinar:

*    What does "reaching majority" mean?

*    When the minor reaches majority can we move the benefits to an accumulation trust?

*    How do we preserve life expectancy payout for surviving spouse while preventing him/her from taking the benefits away from children of prior marriage?

*    What happens if a beneficiary qualifies for TWO "eligible designated beneficiary" categories?

*     Should my trust include auto switches and toggle clauses in case a beneficiary moves into an EDB category?

 

....and now CARES swamps us with MORE changes---"suspending" RMDs for 2020!, and we'll cover these issues:


*    What this suspension means for older individuals and all beneficiaries

*    Special rule for clients who turned 70.5 in 2019

*    Effect on the 5-year rule

*    What happens to the client who already took her 2020 RMD?

*    How does the one-year-suspension affect subsequent year calculations?

*    Are QCDs still a good idea?

 



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Natalie B. Choate practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and former Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named “Estate Planner of the Year” by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.

She is an editorial advisor for several professional periodicals: Trusts and Estates, Ed Slott’s IRA AdvisorThe Leimberg Information Service Employee Benefits Newsletter and Keeping Current. Her articles have been published in ACTEC Notes, Trusts and Estates and Estate Planning magazine. She is a contributing author and former coeditor of the book Drafting Wills and Trusts in Massachusetts. She authors a monthly column on retirement benefits for MorningstarAdvisor.com.

Miss Choate has taught professional-level courses in estate planning for ALI-ABA (the American Law Institute-American Bar Association), American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Southern Federal, and many other Tax Institutes. She has lectured in 49 states, the District of Columbia, and Puerto Rico. Her comments on estate and retirement planning have been quoted in The Wall Street JournalNewsweekKiplinger’s Personal FinanceForbesFinancial PlanningUSA Today, and Financial World magazines.

From 1990 to 1992, Miss Choate served as Chairman of the Boston Bar Association’s ERISA and Employee Benefits Law Committee. A Boston native, she is a graduate of Radcliffe College and Harvard Law School.



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