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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Neli,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> I found the attached article from the RPPT newsletter helpful.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<FONT color=#777777 size=4><SPAN
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<P
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; MARGIN: 0in 0in 6pt"><SPAN
style="FONT-FAMILY: 'Calibri','sans-serif'">Amy Lewis,
Attorney<BR>Pronouns she/her/hers<BR></SPAN><IMG style="HEIGHT: 68px; WIDTH: 211px" border=0
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style="COLOR: #000000"><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'">909 A Street, Suite
600 | Tacoma, WA 98402<BR></SPAN><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"><STRONG
style="COLOR: #000000"><U style="COLOR: #000000">WE HAVE MOVED!</U></STRONG> As
of 1/1/21 we will be at: <STRONG style="COLOR: #000000">909 A Street, Suite 600,
Tacoma, WA 98402<BR></STRONG>phone 253.572.4500 | fax 253.272.5732
|</SPAN></SPAN></SPAN><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"> </SPAN><A
href="http://www.eisenhowerlaw.com/"><SPAN
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Neli Espe, J.D. - Olympic Legal<br>
<b>Sent:</b> Monday, October 11, 2021 12:07 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] SECURE Act & Trust Beneficiary Resource<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:11.5pt">Dear List Mates,</span> <o:p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:11.5pt">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? </span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:11.5pt">I am working on a testamentary trust with adult children to benefit from parents ’retirement accounts.</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:11.5pt">Thanks in advance for your help,</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:11.5pt">Neli</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;color:#5BD2E6">___________________________________</span><span style="font-size:9.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:9.0pt;color:#1B40AF"> Neli Espe, J.D., Olympic Legal </span></b><span style="font-size:9.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Eurostile;color:#133FE9"> </span><span style="font-size:9.0pt;font-family:Eurostile;color:#003649"> </span><span style="font-size:9.0pt;color:#003649"> 360.630.3635</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;color:#003649">2114 Commercial Ave., Anacortes</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;color:#133FE9"> <a href="http://olympiclegal.com/">olympiclegal.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;color:#1B40AF">Estate Planning | Probate | Real Estate</span><o:p></o:p></p>
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