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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
