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.