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CREATIVE DISTRIBUTION AND GIFTING SOLUTIONS FOR CHARITABLE PLANNING AFTER THE SECURE ACT (WEBINAR)

  • 05/12/2020
  • 12:00 PM - 1:00 PM
  • Webinar

FSP National Association Webinar


"CREATIVE DISTRIBUTION AND GIFTING SOLUTIONS FOR CHARITABLE PLANNING AFTER THE SECURE ACT" 


When:

Cost:

Tuesday, May 12, 2020
12:00 - 1:00 PM ET

FREE use code:  atlce051220

Where:

Online Webinar
United States

Presenter:

Dawn Hallman

Contact:

Member Services
info@societyoffsp.org
800.392.6900


CE Approved Program Overview

In this session you will receive an overview of the SECURE Act, a review of the new distribution requirements, and an analysis of different beneficiary designation options. You will also learn about the new rules for rollovers and the charitable planning opportunities available with the passing of the SECURE Act.

Learning Objectives: 

  • Review the impact of increasing the age for required minimum distributions (RMD) from 70½ to 72
  • Examine how the stretch IRA has reduced from lifetime rollover option to 10-year-rule
  • Evaluate how to use a qualified charitable distribution (QCD)
  • How to use IRA funds in a split-interest trust (charitable remainder trust)

Featured Speaker:

 

Dawn D. Hallman is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate planning attorney, with a background in tax, Dawn has extensive experience helping clients with all facets of business, tax, and estate planning. She has advised thousands of clients regarding their estate plans.

Rated as an AV Preeminent Attorney™ by Martindale Hubbell, Dawn creatively and effectively addresses the estate planning needs of modest to ultra-high net worth families. She possesses a robust tax background, holding both an accounting and law degree from the University of Oklahoma. Prior to opening Hallman & Associates in 2000, Dawn maintained a tax practice for several years. Her tax and business law background make her uniquely qualified to advise clients on complex estate and business planning matters. In addition to her law practice, Dawn frequently lectures on estate planning matters in continuing education programs for legal, financial, and other business professionals. She has been a keynote speaker for major corporations and organizations, including the National Association of Insurance and Financial Advisors (nationally and regionally), the Oklahoma Bar Association, Strafford, National Business Institute, Mercy Hospital and the University of Oklahoma. In 2016, Dawn served as Chairman for the Estate Planning, Probate and Trust Section of the Oklahoma Bar Association. She is a charter member of the Legacy Rotary Club in Norman, Oklahoma, and Dawn serves as the Board of Directors Vice-Chairman for both Washita State Bank and Frontier State Bank.

CE Credits

1 CFP® credit has been approved.

1 CPE (accounting) credit has been approved..

1 Professional Recertification credit (formerly PACE) has been approved.




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