Originally presented during our 2020 Annual Estate, Trust & Elder Law Institute Virtual Conference, December 10-11.
This program builds upon a basic knowledge of The SECURE Act. Estate planning practitioners, Steve Gorin and Rene Morency, explore drafting strategies by discussing sample form provisions, explaining what they say and when to use them.
Speaker: Steven B. Gorin, Thompson Coburn LLP, St. Louis and René Morency, Prudent Counsel, LLC, St. Louis
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.
|Drafting Trusts in Light of the Secure Act (806 KB)||Available after Purchase|
|MOLAP Information (215 KB)||Available after Purchase|
Steve is a practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.
Over the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, "Business Succession Solutions," is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field." Steve also maintains a blog, Business Succession Solutions, intended to help business owners — and those who advise or support them — consider smart tax strategies.
Steve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.
To obtain technical resources Steve authors and distributes at no charge, go to https://www.thompsoncoburn.com/insights/blogs/business-succession-solutions/about
Rene Morency, MBA/JD/LLM (Tax) focuses on estate planning and business. Rene is a Fellow of the ABA Real Property, Trust & Estate Law Section; member of the Estate Planning Council; Fellow of the Consortium for Graduate Study in Management; and member of the ABA Taxation Section. He also serves on the Executive Committee of the Bar Association of Metropolitan St. Louis. For more, see https://www.linkedin.com/in/renemorency-jd-taxllm-financemba/
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