SECURE Act Proposed Regulations: Key Highlights for Estate Planners

By WealthCounsel Staff on Jun 22, 2022 1:34:27 PM

SECURE ACT - IRS 2

While the SECURE (Setting Every Community Up for Retirement Enhancement) Act became law in late 2019, the Internal Revenue Service has only recently proposed how to implement it. The 275 pages of regulations have not yet been finalized, but their publication affects many estate planning clients.  These rules are a moving target, so it is important to learn about them from the source rather than relying on the expertise of custodians or financial advisors.

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Current Developments in Estate Planning and Business Law: June 2022

By WealthCounsel Staff on Jun 17, 2022 10:00:00 AM

monthly-recap (1)

From the unenforceability of arbitration clauses in trusts to the applicability of the Americans with Disabilities Act to small businesses, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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Current Developments in Estate Planning and Business Law: May 2022

By WealthCounsel Staff on May 20, 2022 10:00:00 AM

monthly-recap (1)

From new anti-clawback proposed regulations to pay transparency statutes, we have recently seen significant developments in estate planning and business law. To ensure that you stay abreast of these legal changes, we have highlighted some noteworthy developments and analyzed how they may impact your estate planning and business law practice.

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