Speaker: Steve Trytten
Topic: Winter is Coming, Stretch-Out is Going – How the Game is Changing for IRAs and Retirement Plans
Just when we were getting comfortable with planning for stretch-out and using see-through trusts, it looks like the game is going to change. Learn the latest on the status of pending legislation that may curtail post-death stretch-out, and how that legislation may change the way we plan for IRAs and retirement interests.
About our Speaker:
Steven E. Trytten, Esq., CPA, MBA, is a nationally recognized authority on tax, estate, and business succession planning. He is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”). Steve is recognized in the 2019 Chambers and Partners High Net Worth Guide as a top attorney serving high net worth clients. He is also recognized as one of the top lawyers in the U.S. by his inclusion in The Best Lawyers in America©. Steve teaches as an Adjunct Professor at the U. of Miami Graduate Program in Estate Planning and is a frequent speaker at ACTEC meetings and other programs across the county. He is a “Certified Specialist” both in Taxation Law, and in Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California).