[WSBAPT] SECURE Act & Trust Beneficiary Resource

[Fred Emry]

Neli,
           Try Natalie Choate or Steve Trytten.
Fred
Frederic G. Emry
Paine Hamblen
717 W. Sprague Ave. Ste 1200
Spokane, Wash. 99201
509 455 6000
509 838 0007 (fax)
Fred.Emry at PaineHamblen.com

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Neli Espe, J.D. - Olympic Legal
Sent: Monday, October 11, 2021 12:07 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] SECURE Act & Trust Beneficiary Resource

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
___________________________________
   Neli Espe, J.D., Olympic Legal
                360.630.3635
2114 Commercial Ave., Anacortes
            olympiclegal.com<https://protect-us.mimecast.com/s/P9gMCNk0J1c96Brhm7oCg?domain=olympiclegal.com/>
Estate Planning | Probate | Real Estate
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