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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Neli,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> Try Natalie Choate or Steve Trytten.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Fred<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">Frederic G. Emry</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">Paine Hamblen</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">717 W. Sprague Ave. Ste 1200</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">Spokane, Wash. 99201</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">509 455 6000</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">509 838 0007 (fax)</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">Fred.Emry@PaineHamblen.com</span></b><span style="color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Georgia",serif;color:black">NOTICE: This message constitutes a confidential attorney-client communication. It is not intended for transmission to, or receipt by, any unauthorized persons. If
you have received this e-mail in error, do not read it. Please delete it from your system without copying it, and notify the sender by reply e-mail or by calling 509-455-6000, so that our address record can be corrected.<o:p></o:p></span></b></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com [mailto: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></span></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"><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"><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"><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",serif;color:#133FE9"> </span><span style="font-size:9.0pt;font-family:"Eurostile",serif;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="https://protect-us.mimecast.com/s/P9gMCNk0J1c96Brhm7oCg?domain=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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