Browsing Category

On-Demand

Rent high-quality streaming access to our On-Demand webinars. Simply select your desired webinar and follow the prompts to purchase the recording.

If you are an InterActive Legal subscriber, please LOG IN for complimentary access to our On-Demand webinars.

All Access Pass Drafting Hot Topics Mini Webinars Roundtable

On-Demand

WhatWhat Happens When…An IRA is Payable to a Trust for Both Humans and Charities?

Natalie B. Choate Esq. Jun 17, 2024

Drafting trusts that will receive retirement benefits has been a challenge for estate planners, even before SECURE. And as we navigate the post-SECURE landscape, new drafting issues continue to arise. Some of those issues are helped along…
Read More...

All Access Pass

Trusts as Beneficiaries of Retirement Benefits: Searching for Drafting Solutions

Natalie B. Choate Esq. Apr 27, 2023

With respect to several issues created by SECURE and the proposed Treasury regulations on RMDs, there is still great uncertainty about whether there are "general rules" that can be applied when drafting a trust to be named as beneficiary of…
Read More...

All Access Pass

What a trip! Navigating (and Even Understanding) the SECURE Proposed Regulations

Natalie B. Choate Esq. Mar 25, 2022

Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…
Read More...

Hot Topics

The ABCs of Estate Planning for Retirement Benefits in a Post-SECURE World

Natalie B. Choate Esq. Jun 6, 2021

Non ILS subscribers can rent this recorded webinar on-demand. The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.…
Read More...

Hot Topics

Choate on Cares: Helping Clients Navigate Two New Planning Scenarios

Natalie B. Choate Esq. May 8, 2020

Non ILS subscribers can rent this recorded webinar on-demand. Join Natalie Choate for a discussion of the new CARES Act, which impacts retirement benefits in two important ways – minimum distributions are “cancelled” for 2020, and special…
Read More...

Hot Topics

The SECURE Act: Decoded

Natalie B. Choate Esq. Jan 8, 2020

Non ILS subscribers can rent this recorded webinar on-demand. Estate Planners are – perhaps surprisingly – starting off 2020 with a significant change in a major area of estate and financial planning.
Read More...