December 12, 2024 - 8:00 am pt/11:00 am et
Presented By:
Griffin H. Bridgers, J.D., LL.M.
Promotional Sponsors:
Luminary is a data and collaboration platform purpose built for trust & estate services.
Our platform uses human-in-the-loop AI assistance to digitize information otherwise trapped in original documents, and connect it with applications for visualization, what-if scenario modeling, and tax value creation tracking.
Luminary’s customers are leaders in the delivery of tax efficient wealth transfer guidance for complex clients, including investment managers, professional services practices, and family offices. We aim to help our customers increase capability and capacity, reduce cost and risk, and quantify the value planning adds to their clients.
Founded by CEO David Barnard and Joe Lonsdale, our team brings deep experience in wealth management and technology. Learn more at www.withluminary.com
Automated estate administration and trust funding so you can focus on what matters most... your clients.
sessions
Are We Finally SECURE About IRA Beneficiary Planning? A look at the recently-finalized SECURE Act 1.0 and 2.0 Treasury Regulations
2.0 MCLE Credit Hours in Select States
In this presentation, Griffin Bridgers will present an overview of changes and additions to the long-standing trust look-through rules, separate account rules, and other commonly-accepted principles of IRA beneficiary planning. This presentation will focus on some of the changes from the SECURE Act 1.0 and 2.0, which special focus on Treasury Regulations recently finalized under 26 CFR Sections 1.401(a)(9)-1 through -9.
CTA Compliance for Non-Reporters: What You and Your Firm Should Know
1.0 MCLE Credit Hours in Select States
In this presentation, Griffin Bridgers will discuss some common transactions and drafting projects that could create an obligation for reporting companies under the Corporate Transparency Act to report updated beneficial ownership information. Even if your firm has elected not to assist with BOI reporting, certain matters may create an obligation for your clients to update BOI reports. Does this create an obligation for you to inform them about this obligation?
This program will present alternate paths – one with the learning objectives listed below, but another contingent path to address the state of the Corporate Transparency Act if, at the time of the program, the law has been altered or delayed by judicial decision or other administrative action.
Registration and Payment options
State of Estates Legacy Subscribers
As of November 7, 2024
By e-mailing Griffin Bridgers through Substack, you can receive a promotional code for free attendance if you were a monthly or annual subscriber as of November 7, 2024
New ANNUAL Subscribers to State of Estates
$300 per year
New annual subscribers to State of Estates, at https://griffinbridgers.substack.com, will receive a promotional code for free attendance for subscriptions purchased prior to December 11
Pick and CHoose Your Programs
$258 bundle price for both programs; or $229 for the first and $129 for the second
Registrants will receive access to the live webinar, and recordings
CONTINUING EDUCATION INFORMATION
Continuing legal education
Accreditation is being applied for in the following jurisdictions: CO, GA, IL, NC, OH, OR, PA, TX, VA, and WA. Note that all states are pending until approved and approval is not guaranteed. Reciprocity will be available in the following jurisdictions: AK, AR, CA, CT, FL, HI, ME, ND, NJ, and NY.
all other credits
Certificates of attendance will be provided for attendees seeking self-study credit