Taft partner Matthew Secrist will speak on the “Financial Lifecycle of Employee Benefits & Estate Planning” during a Tax Club of Cleveland event on Dec. 8, 2022. Secrist will present with BakerHostetler attorney Scott Swartz. CPE and CLE credit will be provided.
During this program, the speakers will provide an overview of the key tax rules applicable to employee benefit plans and how those benefits interact with estate planning tax rules. Topics include tax and estate planning considerations with respect to the following: health insurance, retirement savings vehicles, disability insurance, 529 plans, and asset protection.
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Secrist focuses his practice on employee benefits and executive compensation matters. He is experienced in a wide range of employee benefits matters, including tax-qualified retirement plans, nonqualified deferred compensation plans and arrangements, welfare benefit plans, COBRA, HIPAA, and Affordable Care Act issues. His executive compensation experience includes employee fringe benefit plans, stock option plans, supplemental executive retirement plans (SERPs), employment agreements, severance plans, and various other forms of incentive compensation arrangements.