$45
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You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above.Â
Review new SECURE Act limits on post-death minimum distribution rules, and estate planning under these new rules. Presentation will include practical case studies of common planning scenarios.
SECURE Act Impact on Required Minimum Distribution Rules. CARES Act. Contribution plans and IRAs, Roth IRAs. New post-death RMD Rules, Eligible Designated Beneficiaries. What is Majority? See-Through Trust Rules. When are New Post-Death RMD Rules Effective? Planning for Healthy Children. Minors and EDB Status. Planning for Disabled and Chronically Ill
Eligible Designated Beneficiaries ? ?D/CIDBs?. What is Disabled? What is Chronically Ill? Help for Disabled and Chronically Ill. Applicable Multi-Beneficiary Trusts. Planning for Spouses. Charitable Planning. Excise Tax on Failure to Take RMDs.
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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
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