SECURE Act and Estate Planning Considerations
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REGISTRATION IS CLOSED FOR THIS EVENT
WALK-INS ARE NOT GUARANTEED A MEAL
CASH OR CHECK AT THE DOOR
“IN-PERSON” LUNCH MEETING
THURSDAY, OCTOBER 6, 2022
6524 Alpha Road, Dallas, Texas
(Virtual Option Not Available/Presentation Will Not Be Recorded)
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY SEPTEMBER 28 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.
SECURE ACT AND ESTATE PLANNING CONSIDERATIONS
FOR RETIREMENT PLANS
HARRY WOLFF III
Sponsored by Carter Financial Management and Children’s Medical Foundation
The SECURE Act Effective January 1, 2020 dramatically changed the rules, affecting retirement plans, including distributions during lifetime and planning for them at death. This discussion will provide an outline of rules and planning considerations. Harry W. Wolff III is a partner with UHL Fitzsimons and counsels clients on a full range of legal issues related to taxation, business planning and succession, estate planning and probate. He focuses his practice on sophisticated estate and business succession planning for high net-worth individuals, families and land owners, and has extensive experience in the preparation and filing of transfer tax returns and the formation, operation and governance of closely held businesses and nonprofit organizations. He also advises clients on general tax planning, business succession planning for closely held businesses, reporting, and compliance matters. He is board certified in estate planning and probate law by the Texas Board of Legal Specialization. He received his BS from University of Texas at Austin and his JD from University of Houston.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
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WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Vaquero Private Wealth, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Children’s Medical Foundation, Regions Bank, View Capital Advisors, Happy State Bank, The Dallas Foundation
WE WOULD LIKE TO THANK OUR PATRONS: RGT Wealth Advisors, Davis Stephenson, Bluecrest FA, Bisignano Harrison Neuhoff, Heritage Auctions, Eisner Advisory Group, McBride & Associates at Merrill Lynch Wealth Management, Signet Art, Argent Trust, Glast Phillips Murray, Forvis, Stout Risius Ross, Carr Riggs & Ingram, Nexus Advisors