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Sept 2019 General Breakfast Meeting

September 12 @ 7:00 am - 9:00 am

Speaker:  Steve Trytten

Topic:  Winter is Coming, Stretch-Out is Going – How the Game is Changing for IRAs and Retirement Plans

Handout Legislative Update – Retirement Plans and IRAs

Handout – Summary of See-Through Trust Rules

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.

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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).

Details

Date:
September 12
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Steve Trytten
Topic
Incorporating Retirement Plan Assets

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com

Details

Date:
September 12
Time:
7:00 am - 9:00 am
Event Category:

Organizer

Marlowe Kepner
Phone:
310 375-6300
Email:
marlowekepner@gmail.com

Other

Speaker
Steve Trytten
Topic
Incorporating Retirement Plan Assets

Venue

The Depot
1250 Cabrillo Ave
Torrance, CA 90501 United States
+ Google Map
Phone:
310 787-7501
Website:
http://www.depotrestaurant.com