Retirement planning after the enactment of SECURE: Now what?
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Registration and cocktails
5:00pm – 5:15pm
5:15pm – 6:00pm
6:00pm – 7:00pm
by Friday, April 14th
You will be sent a return email confirmation.
Once the handout for this program has been made available to us, you will be able to access it here.
About the program
The enactment of SECURE 2.0 is the latest of many changes that have been made over the last few years to the law governing the post-death administration of retirement accounts. In this presentation, we’ll talk about the current state of the law following the recent changes (Proposed Treasury Regulations, SECURE, and SECURE 2.0) and where that leaves us as practitioners when it comes to advising clients.
About Stephanie Tribe
Stephanie Tribe is chair of our trusts and estates law practice, where she focuses primarily in the areas of estate planning, taxation, and probate estates and trusts. Working primarily with individuals and families, Stephanie takes great pride in finding solutions for their family’s or company’s concerns. As a testament to the strong bonds she creates with her clients, she often finds herself working with the next generation, the children and grandchildren of high net worth individuals, continuing on as the family’s estate planning attorney.
Her areas of experience include preparing comprehensive estate plans, including drafting wills, revocable and irrevocable trusts, powers of attorney, health care directives, premarital agreements, and other related documents. Leveraging her extensive experience as an estate planning lawyer, Stephanie also assists clients with complex estate and gift planning goals by structuring and implementing wealth transfer strategies and through the formation of LLCs, various types of irrevocable trusts, and similar entities. Her clients also rely on her for counsel on charitable gift planning, retirement benefit planning (401(k)s and IRAs), and federal gift and estate taxation.
As the first person in her family to graduate from college, Stephanie transformed her passion for politics, written communications, analytical reasoning, and research into a career as an estate attorney where she profoundly impacts the lives of her clients. An accomplished public speaker, Stephanie regularly presents for organizations such as the National Business Institute (NBI), sharing her expertise on estate planning law to a broad array of professionals, including CPAs, attorneys and insurance agencies.
Married with three children, Stephanie considers herself a ‘crazy dance mom’ (ask her for her hair and makeup tips), as well as a fan of all of her children’s activities, which also include football, gymnastics, piano, guitar, and jiujitsu.