McLane Middleton attorney Audrey G. Young will be presenting on a webinar entitled, “Estate Planning for Retirement Benefits: IRS Final Regs, 10-Year Rule for IRAs, RMDs, Planning for Spouse and Minors,” on Wednesday, January 22, 2025 at 1:00 p.m. EST sponsored by Strafford. This webinar will webinar will guide trust and estate counsel on the complexities in estate planning in light of IRS final regulations regarding inherited individual retirement accounts (IRAs), required minimum distribution (RMDs), and trusts receiving retirement benefits.
Audrey will discuss key provisions impacting estate planning under the final regulations, changes stemming from the SECURE Act and SECURE 2.0, mechanisms to avoid pitfalls concerning inherited retirement benefits, plan transfers, required distributions, and other essential items to ensure optimum planning. She will be joined on the panel by John Hememway, a partner at Bivins and Hemenway.
Audrey is Of Counsel with the Trusts & Estates Group at McLane Middleton. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. She can be reached in the firm’s Woburn office at (781) 904-2721 or audrey.young@mclane.com.
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