Steve Akers: ACTEC 2020 Summer Meeting Musings (October 20, 2020)

Steve Akers has made available for download his ACTEC 2020 Summer Meeting Musings. The summary is as follows:

The 2020 ACTEC Summer Meeting was held online, and seminars were June 21-25, 2020. A summary of my observations from seminars at the meeting are available on the link below.
The topics covered include:Retirement and IRA distribution planning under the SECURE Act, with an emphasis on trusts for spouses, minors, and disabled and chronically ill beneficiariesThe impact of the pandemic on estate planning practices, now and in the futureCharities in a time of crisis (including expanded access to donor-restricted funds or modifications of restrictions, and the role of the attorney general regarding charities)Estate planning and transfer planning issues in a pandemic, including the importance of ancillary documents related to health care and disabilityPlease click here for the summary.
To download the full pdf, click here.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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