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Wicked Pissah Podcast

Feb 15, 2020

Guest estate planning attorney, F. Keats Boyd, III, brother of host Chris Boyd and owner of the law firm, Boyd & Boyd, PC, reviews key provisions of the new #SECUREAct and its impact for retirement accounts.  Keats shares greater detail on the estate planning implications and opportunities raised by the passage of this new legislation. Topics include: pass-through trusts vs conduit trusts, charitable trusts, ILITs, Spray Trusts, and Family Banks. Also discussed are the benefits of Roth Conversions before income tax rates rise in 2026.