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The SECURE Act became law on December 20, 2019, making dramatic changes to the required minimum distribution rules for beneficiaries of retirement plans and IRAs.

The Act eliminates the favorable "stretch" IRA for most beneficiaries of retirement accounts, limiting the favorable lifetime payout option to a new category of beneficiaries called "eligible designated beneficiaries."

Most other beneficiaries now must withdraw benefits over a five- or ten-year period. Join us for an overview of the new rules.

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ABOUT THE SPEAKERS: 

Christina Goshaw Hinkle is a partner with McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC, in Durham, North Carolina. Christina is board certified in estate planning and probate law. She attended Duke University, graduating in 1990 with a B.S. in mathematics. In 1993, Christina graduated with high honors from the University of North Carolina School of Law, where she served as an articles editor of the North Carolina Law Review and was a member of the Order of the Coif. She was admitted to the North Carolina State Bar in 1993. Following law school, Christina clerked for Judge J. Dickson Phillips, Jr., on the United States Court of Appeals for the Fourth Circuit.

Christina focuses her practice in the areas of wills and trusts, estate, gift and income tax planning, estate and trust administration, and business entity formation. She has developed a special interest in charitable planning, retirement benefits, trust modifications and decantings, and intergenerational and blended-family planning.

Christina serves as vice president of the Durham/Orange Estate Planning Council and is a past member of the North Carolina State Bar Board of Continuing Legal Education.

Click here for more information about Christina.

John R. Potter is an estate planning and elder law attorney in the Charlotte, North Carolina, area with offices in Ballantyne and Huntersville. He received his B.A. in economics from Davidson College and his law degree from the University of Virginia. John is a member of the National Academy of Elder Law Attorneys and the Estate Planning and Elder Law Sections of the North Carolina Bar Association, where he has served on the Elder Law Section Council and the Estate Planning Section’s Legislative Committee. John currently serves as co-chair of the NCBA Elder Law Section’s Communications Committee and as vice-chair of the Estate Planning and Probate Section of the Mecklenburg County Bar. He is admitted to practice law in North Carolina, South Carolina, Kentucky and Ohio, and he is accredited by the Department of Veterans Affairs.

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Product Information
Product Date:
March 01, 2020
Expert Series CLE | The SECURE Act and the New Required Minimum Distribution Rules: What You Need to Know | 2020 | On Demand
TUITION RATE. Membership discounts automatically apply at checkout. 


During the month of March (2020), this program is included with your NCBA membership.  


Starting April 1, 2020, standard CLE tuition rates apply:

Standard: $80
NCBA Member: $65
CLE Premier Pass: $0


MCLE Fees:
 The State Bar charges $3.50 per approved CLE hour for which an attendee claims credit. Members who complete an Expert Series CLE at no cost will be responsible for paying this fee at the end of the year, like other free CLEs offered across the state. The State Bar will bill each member individually for the CLE(s) taken as part of the Expert Series in this instance.

Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Questions?
CLE Premier Pass
Products
EXPIRED | Included During March with your NCBA Membership | On Demand 90-day subscription | #905ES9
NCBA Price:$0.00
On Demand | 90-day subscription | #905CY9
NCBA Price:$0.00