SECURE Act Planning for Retirement Plans in Trusts

December 3, 2020

El Dorado Community Foundation

Downey Brand partner and wealth transfer attorney Silvio Reggiardo, III will be presenting during a webinar hosted by the El Dorado Community foundation on December 3, 2020. Sil and co-presenter, Dan Staszak, CPA, MS from Staszak & Company, will discuss how the SECURE Act impacts inherited non-spousal IRA and Qualified plan distribution stretches. They will outline the unique challenges and difficult choices facing trustee plan owners and discuss some of the technical problems inherent in dealing with retirement plans in trusts.

The webinar runs from 2:00pm to 3:30pm, with time allotted for a Q&A session.