Join us for a complimentary, live webinar hosted by The Stephenson National Bank & Trust: Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
Date: November 17, 2026
Time: 12:00pm-1:30pm
Location: 1820 Hall Ave, Marinette, WI
Many of our clients have sizable accumulations in qualified retirement plans and IRAs. This is a unique type of asset that presents potential opportunities and difficulties in the estate planning context. The ultimate beneficial objective is to maintain as much of the plan or IRA intact for as long as possible – in order to maximize income tax-deferred investment return – while preserving as much dispositive flexibility as possible. This quest is often elusive. We will address in this webinar the following critical components of this estate planning subspecialty:
- Determining required beginning date, required minimum distributions and designated beneficiaries
- Features of conduit trusts, accumulation trusts and applicable multi-beneficiary trusts
- Powers of appointment and trust modifications (or potential for trust modifications)
- Taking maximum advantage of special rules available only to an employee/participant’s spouse
- Avoiding penalties applicable to qualified plans and IRAs
Speakers (via webinar):
Charles A. Redd; Stinson LLP
Turney P. Berry; Wyatt, Tarrant & Combs LLP
Continuing Education:
CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.