The IRS has issued expansive regulations interpreting the 2019 SECURE Act and providing guidance on using trusts for post-mortem retirement benefits. This CLE will discuss the new guidance and latest planning strategies for inherited retirement accounts.
Audrey is Of Counsel in McLane Middleton’s Trusts & Estates Department. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. She can be reached in the firm’s Woburn office at (781) 904-2721 or [email protected].
Whitney is a Director in McLane Middleton’s Trusts & Estates Department. She focuses her practice in the areas of estate planning, elder law, and probate and trust administration. She advises individuals and families and assists in establishing comprehensive estate plans. Whitney’s estate planning practice ranges from preparing foundation estate plans for young families to designing and implementing complex plans that incorporate sophisticated estate, gift, income, and generation skipping transfer tax strategies. She can be reached in the firm’s Portsmouth and Woburn offices at (603) 334-6927 or [email protected].
Robert A. Wells, a Director in McLane Middleton’s Trusts & Estates Department, will moderate the session.
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