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Home » Estate Planning Conference Discusses SECURE Act and More

Estate Planning Conference Discusses SECURE Act and More

February 7, 2020 by Stephen Hartnett

The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more.

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Stephen Hartnett
Stephen Hartnett
Stephen is a member of the American Academy of Estate Planning Attorneys (AAEPA), a national organization serving the needs of legal professionals concentrating on estate planning. He was on the national Board of Governors for the AAEPA and is the only AAEPA member in Vermont.

His mission is to provide quality estate planning services, including assistance with Living Trusts, Wills, Medicaid Planning, Probate, Trust Administration, Powers of Attorney, Special Needs Planning, and Family Limited Partnerships.
Stephen Hartnett
Latest posts by Stephen Hartnett (see all)
  • Tax Planning for 2021 - February 19, 2021
  • Updating Your Plan: Your Trust or Will - February 12, 2021
  • Updating Your Plan: Powers of Attorney - February 5, 2021

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, CRT, IRA, retirement plan, Roth, Choate

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