[WSBAPT] SECURE Act & Trust Beneficiary Resource

[Lewis, Amy C.]

Neli,

            I found the attached article from the RPPT newsletter helpful.


Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402
WE HAVE MOVED! As of 1/1/21 we will be at: 909 A Street, Suite 600, Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <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<http://olympiclegal.com/>
Estate Planning | Probate | Real Estate

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