Presented by John Creahan, Founder of Cairn Law
(90 minutes – applied for 1.5 credits Law/Legal)
Description: During this session, John Creahan, the founder of Cairn Law, will provide a broad overview of the SECURE Act and its impact on our clients’ plans for distributing their IRA assets at death. Topics will include the 5- and 10-year distribution rules (and the exceptions), the Act’s impact on income and estate taxes, and the basics of leaving IRA assets to a trust. This program will focus on helping clients plan and will not address post-death IRA administration.
About our Speaker: John’s practice at Cairn Law specializes in basic and sophisticated estate planning (including wills, trusts, and estate tax planning) and probate and trust administration matters. He regularly advises clients on charitable giving issues and designs plans that align his clients’ personal and financial goals. He is currently a member of the professional advisor councils at both the Fred Hutch and the Seattle Foundation and previously served on PATH’s Reach Campaign committee. He is a member and former president of the Washington Planned Giving Council. John attended the University of Washington School of Law and Brown University. He and his wife live in Seattle.