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UNDERSTANDING THE NEW 2022 SECURE ACT REGULATIONS AND NEW MARYLAND SUPPORTED DECISION MAKING LAW

May 25, 2022 @ 2:00 pm - 3:30 pm

UNDERSTANDING THE NEW 2022SECURE ACT REGULATIONS AND NEW MARYLAND SUPPORTED DECISION MAKING LAW

Wednesday, May 25, 2022 10:00-11:30 a.m.

Virtual Event

Stephen R. Elville, ManagingPrincipal and Lead Attorney of Elville and Associates, P.C., will lead a discussionabout key updates to the SECURE Act and an overview of the new SECURE ActRegulations issued by the IRS just a few weeks ago, along with a step-by-stepbreakdown of Maryland’s new Supported Decision Making law. Topics include:

What is the SECURE Act

How the new SECURE Actregulations affect minor children; surviving spouses, individuals withdisabilities or chronically ill people

How the new SECURE Actregulations affect trust planning

An introduction to SupportedDecision Making

What is the new MarylandSupported Decision Making law – an overview

How does the new MarylandSupported Decision Making law affect advisors and others

How to recognize a supporteddecision making agreement

What are the limits and purposesof an SDM agreement

What is the role of a supporter

How do SDM agreements and financialpowers of attorney differ

How does SDM relate toguardianship

Register at https://register.gotowebinar.com/register/8656728143765775888

This webinar is gearedspecifically towards the professional advisor community, but due to manyrequests we are opening it up to families as well. Should you have anyquestions beforehand, please contact Community Relations Director Jeff Staufferat jeff@elvilleassociates.com, or at 443-393-7696 x117. Sponsored by Elvilleand Associates

Free

 

Details

Date:
May 25, 2022
Time:
2:00 pm - 3:30 pm
Event Category:
en_USEnglish

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