[January 12, 2020]: Stark & Stark, a prominent law firm with offices in New Jersey, New York and Pennsylvania, announced that it will present seminars addressing “Substantial Changes for Retirement Accounts: Estate Planning After the SECURE Act” on January 28, February 1 and February 4, 2020.
The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, which went into effect on Jan. 1, 2020, made notable revisions to certain rules applicable to inherited retirement accounts. Stark & Stark Shareholder Robert F. Morris, Esq., will discuss how these recent changes affect estate plans. The seminars, offered free of charge, will be held on the following dates:
- Tuesday, Jan. 28, 2020 from 6:00 – 7:00 p.m.
- Saturday, Feb. 1, 2020 from 9:00 – 10:00 a.m.
- Tuesday, Feb. 4, 2020 from 9:30 – 10:30 a.m.
Space is limited and pre-registration is required here: http://www.starkseminar.com/
Morris, whose practice focuses on the areas of estate planning, wills, trusts and probate, will provide critical information during each seminar, including a breakdown of the most significant change in the SECURE Act – the elimination of the “stretch” or life expectancy payout option for many retirement account beneficiaries. He has substantial experience drafting sophisticated estate planning documents, complex wills, insurance trusts and grantor trusts and provides counsel to both fiduciaries and beneficiaries in all aspects of trust, probate and estate administration.
“This seminar will explore the impact of these changes, including their effects on existing estate planning documents,” Morris said. “In light of these developments, we will review some potential options that every retirement account owner should consider.”
