This 3-hour CLE program, "Retirement Accounts, Trusts, and the SECURE Act: Strategic Approaches to Distribution & Planning," is designed to equip attorneys with essential knowledge and strategies for navigating the complexities of retirement account distributions, trust planning, and tax implications in light of recent legislative changes. Through three focused sessions, participants will gain a deep…
Alexa T. Dubert, Esq. · William V. Horan, CES · Glenn M. Johnson, Esq. · Robert D. Schachat, Esq. · Aaron S. Gaynor, Esq. · Matthew E. Rappaport, Esq. · Terence F. Cuff, Esq. · Christopher A. Cunningham, Esq. · Mary B. Foster, Esq. · Libin Zhang, Esq.
Internal Revenue Service
Charles R. Bogle, Esq. · Justin S. Cohen, Esq. · James A. Gouwar, Esq. · Alan Kravitz, Esq. · Steven R. Schneider, Esq. · Matthew Busta, CPA · Hannah Richard, Esq. · Morgan Hann, CPA
Morgan, Lewis & Bockius LLP