Presented by: Mark D. Munson, CELA*, Ruder Ware, L.L.S.C.
(90 minutes – applied for 1.5 credits Law/Legal)
Description: The Current Status of Retirements Benefit Planning after the SECURE Act and the SECURE 2.0 Act. Relying on his experience advising clients in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation, Mark designed this session to include a discussion of retirement benefits planning to the passage of both the SECURE Act and SECURE Act 2.0 for both disabled and non-disabled beneficiaries and planning options, including how to “stretch” the distribution period for non-disabled beneficiaries.
About our Speaker:
Mark focuses his practice in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship. Mark is a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation, the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States.
Course Instructor
