Webinar: Estate Planning & Retirement Distribution Rules

Set yourself up for financial success in 2021 and beyond. Join EisnerAmper as we identify a variety of estate planning opportunities, and recent changes to the new retirement plan distribution rules as a result of the SECURE Act. We’ll also cover planning via Spousal Lifetime Access Trusts (SLAT), and Grantor Retained Annuity Trusts (GRAT), sales to Intentionally Defective Grantor Trusts (IDGT), and charitable lead trusts in the current environment.

Course Objective: To understand and identify estate planning opportunities

Learning Outcomes:

  • To apply the new retirement plan distribution rules
  • Explain the benefits of a SLAT and how it operates
  • Discuss when to advise the implementation of a GRAT, sale to IDGT, and charitable lead trust

1.0 CPE credit in Taxes


Goldberg-Karen-200.jpg Testa-Scott-200.jpg
Karen Goldberg
Patricia Green
Kurt Peterson
Scott Testa


Thursday, January 28, 2021 12:00 PM to 1:00 PM ET

Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None EisnerAmper LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. EisnerAmper LLP National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board.  EisnerAmper LLP is a registered sponsor in Texas (No. 010023). There is no fee to attend this course.  For more information regarding administrative policies such as cancellations and complaints, please contact EisnerAmperU@eisneramper.com.