COLLIN COUNTY BAR ASSOCIATION

ESTATE PLANNING/PROBATE SECTION MEETING

NOVEMBER 10, 11:45 A.M.

NOTE NEW LOCATION:

Matt’s Rancho Martinez located at 401 Central Expressway South in Allen. That is located on the access road between McDermott and Bethany. 

Speaker: Jim Roberts

James V. Roberts, who goes by Jim, is an estate planning and probate attorney with Glast, Phillips & Murray, PC in Dallas.  Jim is Board Certified in Estate Planning & Probate Law, and a Fellow in the American College of Trust and Estate Counsel.  He has written multiple papers and articles, and has spoken at multiple venues across the state and the nation, focusing on estate planning and taxation. 

Topic: Selected Provisions of SECURE 2.0

This presentation will focus on select provisions of SECURE 2.0 which are those most likely to be encountered by estate planning, probate and fiduciary litigation attorneys. Included will be the changes related to increased ages at which retired minimum distributions begin, changes to the catchup limitations, reductions in the excise tax for missed or underpaid minimum distributions, student debt payments as contributions, new sole proprietor 401(k) rules, new exceptions to the 10% early withdrawal penalty, the new 529 to Roth IRA rules, changes related to charities and multiple others revisions to retirement plan laws.

CLE: 1.0 Participatory Hour (CCBA Members)

WE ENCOURAGE YOU TO RSVP ONLY IF YOU WILL BE ABLE TO ATTEND IN ORDER TO HAVE AN ACCURATE HEAD COUNT FOR FOOD. THIS MEETING IS OPEN TO ALL CCBA MEMBERS. 

PLEASE RSVP WITH THE LINK BELOW BY NOVEMBER 7 (NOON).

NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CLE LINK WILL BE AVAILABLE IMMEDIATELY AFTER REGISTRATION. SUBMIT ATTENDANCE WITH THE LINK AFTER THE MEETING (NO SELF-REPORTING). SUBMISSION DEADLINE: 11/14/23. SAVE THE LINK FOR THE DAY OF THE MEETING!