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 AUGUST 2020—NEW EDITION
  • Drafting the Michigan Trust (previously titled Michigan Revocable Grantor Trusts)
Get Multiple Perspectives—New 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.
WATCH NOW
Attend Hot Sessions at Live Events
Probate & Estate Planning Institute, 60th Annual
May 14–16, 2020 Acme
June 18–19, 2020 Plymouth

Retirement Assets Track, featuring these sessions:
Benefits Planning for Clients with Challenging Family Members
Trust Administration for Retirement Benefits
Benefits Planning for Unusual Situations


Advanced Planning Track, featuring this session:
Charitable Planning Ideas Your Clients Can Use
(Plymouth presentation of this session will be video only.)
VIEW ENTIRE SCHEDULE
Tax Conference, 33rd Annual
May 21, 2020 Plymouth

Estate Planning with Retirement Assets After the SECURE Act
Thursday, May 21
2:55–3:30pm
VIEW ENTIRE SCHEDULE