The SECURE Act: The Impact on IRAs and Estate Planning

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The SECURE Act: The Impact on IRAs and Estate Planning
The SECURE Act: The Impact on IRAs and Estate Planning

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Course Credit Hours: CA 1.25
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Course Description

Enacted in 2020, the SECURE Act was a significant retirement reform bill aimed at making retirement savings more accessible through tax incentives. For attorneys practicing business and estate planning law, the SECURE Act presents a number of important changes that can greatly impact their clients. This program will dive into the key provisions of the SECURE Act and highlight how it alters retirement savings in the United States. The presentation will also include a number of valuable tips on how attorneys can use the SECURE Act to optimize business, estate, and retirement planning for clients.

Length: 1hr 11min

Member Reviews

Practical!! That was really good.
- Deborah T.
A very informative and interesting presentation.
- MaryLu H.
A comprehensive and effective presentation of this evolving area of the law.
- Robert Michael C.
Read All 14 Reviews

Meet the Lecturer(s)

Len Garza

For over a decade, attorney Len Garza has represented companies, business owners, and other stakeholders regarding a wide variety of business matters including entity formation, corporate governance, joint ventures, and more. Len routinely represents his clients in the reviewing, drafting, and negotiating of a wide variety of business agreements including those with shareholders, vendors, clients, and partners. Len also counsels clients on estate planning matters, including the formation of trusts, wills and other structures, all designed to transfer assets to heirs and to charities in a tax-efficient manner that respects the values of his clients. He serves as a Volunteer Advocacy Ambassador for Autism Speaks and he is a member of the Board of Trustees for Enable, Inc., a non-profit provider of services, resources and support for adults with intellectual, developmental and physical disabilities in Central New Jersey. Len is licensed to practice in New York, New Jersey and Pennsylvania and is admitted to all federal courts in the major metropolitan areas of those jurisdictions. Len is also licensed in Maryland.

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