Retirement benefits are “special assets” because of the special tax rules that govern them. Some of these special tax rules have been modified by the SECURE Act and SECURE 2.0.
In December 2022, the Consolidated Appropriations Act was signed into law that contained provisions known as SECURE 2.0 that will affect retirement outcomes in the near and far future.
Join Mark Munson as he identifies the changes made by the SECURE Act and SECURE 2.0 so that planners can assist their clients with planning for retirement benefits.
Who Should Attend: Attorneys who plan with clients’ retirement benefits.
SECURE Act 2.0: The Impact on Elder and Special Needs Planning
Tuesday, April 11 at 12:00 p.m. ET
45 minute webinar, 15 minute Q&A
Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.
Mark’s skillset and experience allows families to focus on caring for one another while he tirelessly works on getting them the legal results, outcomes, and benefits that they’re entitled to receive. He focuses his practice in the areas of elder law, public benefits (including special needs trusts), estate and trust planning, and taxation. Mark regularly advises clients in the areas of asset protection and medical assistance eligibility as well as probate and estate administration, trust administration, and guardianship.
Mark is very active within the professional elder law community as a Certified Elder Law Attorney (CELA) by the National Elder Law Foundation, the only organization accredited by the American Bar Association for the certification of elder law attorneys in the United States. He is also a member of the National Academy of Elder Law Attorneys (NAELA), including its Wisconsin chapter. He has presented on trusts and taxes at the organization’s annual meetings since 2009, which draw elder law attorneys from across the country. He also serves on the steering committee for NAELA’s tax section and is a member of its trusts and special needs trusts section. Mark has invested his time as a member of not just the Wisconsin chapter of NAELA but the national organization as well, where he currently serves on their board of directors. His participation guarantees he’s learning the most sophisticated planning techniques that directly benefit clients. Mark is a member of the elder law and real property, probate and trust sections of the Wisconsin bar. He is also a member of the American Bar Association’s section on real property, probate and trust section, and senior lawyers division.