SECURE ACT

The SECURE Act (Setting Every Community Up for Retirement Enhancement), which went into effect January 1, 2020, means your clients need their estate plans reviewed and likely overhauled.
Here's an overview of the resources we've developed and curated to help you stay on top of everything, from EDBs to trusts. Stay tuned for more updates as new resources become available.
Access Updated Content in Online Books
    AVAILABLE NOW
  • Planning with Retirement Benefits
    Chapter 22 of Michigan Estate Planning Handbook
    (You can access this link if you're an ICLE Premium Partner or a subscriber to this ICLE online book.)
    • COMING IN SEPTEMBER 2020—NEW EDITION
  • Drafting the Michigan Trust (previously titled Michigan Revocable Grantor Trusts)
Get Multiple Perspectives—On-Demand Seminar
Plan for Retirement Assets Under SECURE Act
The SECURE Act made sweeping changes to the treatment of IRAs and retirement benefits post death. Estate planners will need to be nimble to ensure estate plans can continue to meet their clients' financial and legacy goals. Our experts discuss how the act will affect estate plans with retirement accounts.
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Retirement Plans Under the CARES Act
The CARES Act has specific provisions to help people with retirement accounts who are experiencing financial difficulty during the COVID-19 pandemic. See how the CARES Act retirement plan loan and distribution changes can help you or your clients.
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Timely Guidance Now Available On Demand
Probate & Estate Planning Institute, 60th Annual
ON-DEMAND EVENT

Retirement Assets Track, featuring these sessions:
Required Minimum Distribution Rules Under the SECURE Act
Drafting and Administering Trusts After SECURE
Alternate Planning Techniques in Light of SECURE

Advanced Planning Track, featuring this session:
Charitable Planning Ideas Your Clients Can Use
VIEW ENTIRE ON-DEMAND SCHEDULE