In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program to kick off the Southwest Florida Estate Planning Council's 60th year!
Speaker: Christopher Hoyt
Topic: Planning for Inherited Retirement Accounts After Secure 2.0
Synopsis: What are the rules and planning implications for liquidating inherited retirement accounts in light of the 2022 regulations and the new SECURE 2.0 legislation? What special advantages are given to a surviving spouse when leaving the assets in the deceased spouse’s account, or rolling the assets over into their own new account? What are the legal rights that each spouse has in the other spouse’s retirement accounts? What are the most common obstacles that can arise in second marriages, especially when children from a prior marriage are named as beneficiaries of a retirement account, and the different rules that apply to IRAs compared to 401(k) plans.
Date: Tuesday, September 10, 2024
Registration and Lunch: 11:30 a.m.
Program: 12:00 p.m. – 1:00 p.m.
Location: Michael’s On East
SWFEPC Members - Click Here To Register
Registration Deadline: September 5, 2024
Guest Fee: $60 (Note: Please register guests through the Community Foundation of Sarasota County's website. You will receive a separate invoice for any guest reservations from the Southwest Florida Estate Planning Council. Please prepare to remit payment via check when arriving at the event or pay online via credit card once the invoice is received.)
For this program, we are offering 1.0 credit for Attorney, CFP, CPA, and Trust Officers.
About Our Speaker:
Christopher Hoyt is a Professor of Law at the University of Missouri (Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.
Professor Hoyt has served as the Vice- Chair of the RPTE Charitable Group of the American Bar Association, and he serves on the editorial board of Trusts and Estates magazine. He is an Academic Fellow of the American College of Trust and Estate Counsel (“ACTEC”). He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. For the year 2024, Professor Christopher Hoyt was recognized by The Best Lawyers in America® as the Kansas City 2024 "Lawyer of the Year" award recipient in two different fields of law: Tax Law and Trusts and Estates Law.
THANK YOU TO OUR PROGRAM SPONSORS:
