[WSBAPT] SECURE Act & Trust Beneficiary Resource

[Neli Espe, J.D. - Olympic Legal]

Dear List Mates,

Can you recommend a good resource to deepen one’s understanding of handling beneficiary designations and compliance with the 10-year RMD rule under the SECURE Act?

I am working on a testamentary trust with adult children to benefit from parents ’retirement accounts.

Thanks in advance for your help,

Neli
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   Neli Espe, J.D., Olympic Legal
                360.630.3635
2114 Commercial Ave., Anacortes
            olympiclegal.com<http://olympiclegal.com/>
Estate Planning | Probate | Real Estate
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