by Teresa Bush, Esq.
Twas the week before Christmas, and Congress was trending.
Impeachment and budget bills both had been pending.
Articles to impeach were debated and passed
And left for the Senate to later rehash.
With that taken care of, the next thing to do
Was keep the government running, the whole year through.
So Nancy in her power suit and Mitch in his tie
Passed a spending bill that included a little surprise.
In the back of the bill, they included a matter,
That sent estate and financial planners a-chatter.
Away to the end of the bill we all paged,
To read about the SECURE Act, and how it had changed.
It was much like the bill passed in June, with a twist
And we all had to understand what we might have missed.
When what to our wondering eyes should appear
But a hot topic webinar to start off the year!
By Natalie Choate, who’s so lively and quick,
We all have to register, just find where to click!
She’ll tell us what’s changed, and what stayed the same
And call out the important issues by name:
Now pensions, Now IRAs, now annuities, and plans!
On conduit, accumulation, stretch out if we can!
To the words in our Wills and in Revocable Trusts,
Now revise, now revise, now revise as we must!
So spring to your laptop and sign up right quick,
We’ll see you next year to learn all the tricks.
With guidance from Natalie and ILS too,
Happy New Year to all; we’ll be here to help you.
The SECURE Act: Decoded by Natalie Choate
Wednesday, January 8, 2020 9:00am-10:00am EST
Meet Teresa L. Bush, Esq.
Director of Education and Support Services
Ms. Bush has been licensed to practice law since 1991, and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth. Thereafter, she practiced for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
Ms. Bush received her J.D. from the University of Texas School of Law, where she was a research assistant for Professor Stanley M. Johanson. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston. While studying abroad, she worked as an intern for a Member of Parliament in the British House of Commons.
Ms. Bush taught legal research and writing as a Teaching Quizmaster in law school, and later taught estate planning extension courses for American College of Financial Services CLU candidates. She has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles.