On Wednesday, February 19, 2020, Attorneys Michael Longyear and Carla Calogero attended the Estate Planning Council of Seattle dinner at The Rainier Club in Seattle.
At the dinner, Ashley Velategui of Bernstein’s Wealth Strategies Group gave an informative presentation on issues to consider on existing plans that include trusts funded by retirement accounts.
Clients who have qualified retirement plans, such as IRA’s and 401k’s, should consider reviewing their estate and trust plans and contemplate the possible impacts of the SECURE Act on their current plans. Clients and potential clients should discuss any questions or concerns with their personal and estate planning attorneys and financial and tax advisers. Mike Longyear and the other estate planning attorneys are available to discuss the impact of the SECURE Act and related considerations with individual clients and families.
We will be posting a more in-depth look at the SECURE Act in the near future. Please reach out with any questions you have in the meantime.