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LOCATION:Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
UID:2820020260507T210000ZThe Top 10 List of Issues and Opportunities related to the SECURE ACT and SECURE 2.0
DTSTAMP:20260618T091042Z
DESCRIPTION:\nNancy H. Welber \n \nAn attorney in private practice since 1982 and a registered CPA, Nancy H. Welber concentrates her practice in the areas of estate and retirement planning and probate and trust administration. In the retirement realm, she assists clients and other attorneys with difficult planning and drafting issues for families with significant retirement benefits, including families with special needs or younger beneficiaries and charitably-inclined clients with large retirement accounts and other complex retirement planning situations, including late required minimum distributions.\n \nIn the trust administration area, Ms. Welber works with families and consults with other attorneys on postmortem issues, including disclaimers of retirement benefits, administering trusts with problematic beneficiaries for retirement benefits such as charities, and distributing retirement accounts from trusts to the beneficiaries without triggering income tax.\n \nMs. Welber is of counsel to Mall, Malisow & Cooney, PC, in Farmington Hills, and Ferguson Widmayer & Clark, PC, in Ann Arbor. She is a fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the ACTEC employee benefits committee and the elder and special needs planning committee. Nancy is a former member of the State Bar of Michigan's Probate and Estate Planning Council, where she still serves as the chair of the Probate and Estate Planning Council Assisted Reproductive Technology Ad Hoc Committee. Ms. Welber frequently lectures on estate planning with retirement benefits and other estate planning topics. She is a member of the Retirement Benefits Committee for Trusts & Estates magazine and has contributed articles covering planning for disabled and chronically ill beneficiaries after the SECURE Act (April 2020) and trust administration for retirement benefits payable to a trust with individual and charitable beneficiaries (June 2021).\n
SUMMARY:The Top 10 List of Issues and Opportunities related to the SECURE ACT and SECURE 2.0 - Washtenaw Estate Planning Council, Inc. 
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