On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020, is the most impactful retirement legislation of the past decade.
From sweeping legislative changes to decisive judicial decisions—we’ve seen some impactful developments in estate planning and business law this year. To ensure that you close out the year successfully, we’ve highlighted six noteworthy developments of 2019 and analyzed how they may impact your law practice.
The end of the year is a great time to set goals for the coming year, reach out to clients, thank referral sources, invest in new tech (like automated drafting software), and conduct some housekeeping in your practice. To ensure you set your practice up for a successful new year, below are 11 year-end planning tips to consider.