December 12, 2024 - 8:00 am pt/11:00 am et
December 12, 2024 - 8:00 am pt/11:00 am et
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Presented By:
Presented By:
Griffin H. Bridgers, J.D., LL.M.
Promotional Sponsors:
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
sessions
Are We Finally SECURE About IRA Beneficiary Planning? A look at the recently-finalized SECURE Act 1.0 and 2.0 Treasury Regulations
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
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.
NEW SESSION: CTA Compliance in the Wake of Texas Top Cop Shop
NEW SESSION: CTA Compliance in the Wake of Texas Top Cop Shop
1.0 MCLE Credit Hours in Select States
1.0 MCLE Credit Hours in Select States
In the recent case of Texas Top Cop Shop v. Garland, the U.S. District Court for the Eastern District of Texas issued a preliminary injunction against enforcement of the reporting obligations imposed by the Corporate Transparency Act. In this presentation, we will break down the implications of this decision while answering perhaps the most important question - what should you be telling your clients?
Registration and Payment options
Registration and Payment options
State of Estates Legacy Subscribers
State of Estates Legacy Subscribers
As of November 7, 2024
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
New ANNUAL Subscribers to State of Estates
$30 per month, or $300 per year
$30 per month, or $300 per year
New subscribers to State of Estates, at https://griffinbridgers.substack.com, will receive a promotional code for free attendance for subscriptions purchased prior to December 12
Pick and CHoose Your Programs
Pick and CHoose Your Programs
$258 bundle price for both programs; or $229 for the first and $129 for the second
$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 EDUCATION INFORMATION
Continuing legal education
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
all other credits
Certificates of attendance will be provided for attendees seeking self-study credit
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