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The Secure ACT: Five Key Considerations

SKU: EPP020
Total Credits
1 - 1.2
Price$50
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Live Webinar
September
29
Thu 9/29/2022
11:00AM - 12:00PM
Eastern Time (EDT)

Description

Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. This session will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney.

Some of the topics we will cover include:

  • The new age requirements for RMDs
  • Distribution options for beneficiaries
  • Age limitations on traditional IRAs
  • Flexibility around 529 plans
  • Changes to rules around retirement distributions for births and adoptions

Live Webinar Dates

This course will be presented as a Live Webinar on the following date(s):

Lecturer Bios

Niraj Chhabra, CFP®, MBA, CRPC®, CLTC

Niraj Chhabra, Financial Advisor

Business Experience 2006 to present

  • Financial Advisor, Ameriprise Financial Services, Inc., Cedar Knolls, NJ
  • Education MBA , 2015 , Finance Rutgers University, Newark, NJ Business Administration , 2005 , Management & Marketing Montclair State University, Montclair, NJ

Designations CFP ®, MBA, CRPC ®, CLTC

Professional associations Commerce & Industry Association of New Jersey, Ambassador, Generation Now Committee, Paramus, NJ Parsippany Area Chamber of Commerce, Member, Parsippany, NJ South Asian Bar Association of New York, Member, New York, NY Asian American Bar Association, Member,

My approach

A unique and disciplined approach What makes my practice unique is my focus on clients in the legal profession. I strive to help attorneys at all stages of their careers to grow ?nancially as they grow within their profession. I do this by providing holistic ?nancial planning and complimentary educational workshops. My goal is to help attorneys navigate through their unique tax challenges and modify their ?nancial plan as their careers evolve.

Areas of focus

  • Family finances
  • Tax planning strategies
  • Estate planning strategies
  • Retirement planning
  • Financial planning for small business

Kevin R. Centurrino, Esq.

Kevin concentrates his practice in the areas of estate planning, estate administration and Medicaid planning.

Kevin is experienced in drafting both simple and complex estate planning documents – including wills, revocable trusts, special needs trusts, life insurance trusts, grantor retained annuity trusts, financial powers of attorney and living wills and health care treatment powers of attorney – with a focus on implementing his clients’ objectives in a tax-efficient manner customized for their personal circumstances.

Kevin is also experienced with counseling the executors, administrators, trustees, beneficiaries and creditors of estates and trusts. His estate and trust administration practice includes advising clients with respect to probate (including holographic wills and writings intended as a will), the preparation of federal and state gift, estate and inheritance tax returns, beneficiary disputes and the distribution of estates and trusts. Kevin is also well experienced in post-mortem planning, including preparing qualified disclaimers, counseling clients on trust modifications and negotiating and drafting settlement and distribution agreements.

Kevin speaks publicly on estate planning and administration for professional and community organizations, has lectured for the New Jersey Institute for Continuing Legal Education and the New York City Bar Association, and has authored numerous articles for the New Jersey Law Journal, including “Warning: 529 Accounts May Be Subject to NJ Inheritance Tax” and “Taking Advantage of FDIC Insurance Loopholes Could Impede Your Estate Plan”. Kevin is also an active member of the New Jersey State Bar Association, the Estate Planning Council of Northern New Jersey and the Morris County Bar Association

.

Before joining Berkowitz Lichtstein in 2020, Kevin spent over a decade practicing estate planning and administration with a local well-regarded tax firm.



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