Join us for an interactive panel discussion with Steve Gorin and Kathy Sherby to demystify drafting retirement provisions in your trust forms and planning with clients’ retirement benefits. Sample forms and written materials will be provided. The first part of the presentation will focus on the post-2024 final regulation rules on Separate Account Treatment, Trust Modifications, and Powers of Appointment, and what those rules mean for revising your forms and working with clients. Moderator Adrienne Davis will collect and present your questions regarding drafting and planning with retirement benefits to the panel. Attendees who have a basic working knowledge of the income tax rules governing deferrable inherited retirement benefits as modified by SECURE 2.0 and the July 2024 final regulations can expect to hit the ground running and dig into the practical questions of how to revise your forms, the questions to pose to your clients, and how to craft tailored legal advice that clients can follow.
Learning objectives:
Speakers: Kathleen R. Sherby, Bryan Cave Leighton Paisner LLP, St. Louis; Steven. B. Gorin, Thompson Coburn LLP, St. Louis
Moderator: Adrienne J. Davis, MGD Law, LLC, Clayton
Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.