Inherited IRAs - Opportunities and Pitfalls
Date: Tuesday, March 22, 2016
Time: 7:30am - 9:00am
Location: Spinelli's, Route 1, Lynnfield, MA
Speaker: David Strachan, Cambridge Trust Company
Please join the Essex County Estate Planning Council on Tuesday, March 22 for an educational breakfast featuring David Strachan of Cambridge Trust Company, who will discuss Inherited IRAs: Opportunities and Pitfalls.
Individual Retirement Accounts (IRAs) have become one of the most important vehicles for retirement savings and income. AS the initial subscribers of these accounts pass away, spouses and the next generation are inheriting them and the complicated decisions that come with them. This presentation will focus on the opportunities and potential liabilities that our clients will face as they become more involved with inherited IRAs.
Registration is required for this event.
Fees are as follows: Members and First-Time Guests of Members, $35; Guests, $60.
Season pass holders are admitted to this event at no additional cost but should still register online to ensure an accurate headcount. Please select the "pre-paid" option when registering.
Online payment is preferred. Members and guests may also pay by check made out to the Essex County Estate Planning Council and mailed five (5) days prior to the event to:
Michelle Xiarhos Curran
Essex County Estate Planning Council
P.O. Box 1598
Newburyport, MA 01950
About Our Speaker
David Strachan is a Senior Vice President and Trust Officer in Wealth Management of Cambridge Trust Company. He serves as a Trust Officer to individual high net worth clients and families, and also oversees Trust Administration and the Trust Officers.
David has worked in trust administration for over 20 years and has been with Cambridge Trust Company since 1996. He began his career in 1989 as a Trust Administrator at Bankers Trust Company in New York. He subsequently worked at the Boston law firm of Choate Hall & Stewart LLP and at the Bank of Boston.
David is a member of the Boston Estate Planning Council and is Treasurer of the Essex County Estate Planning Council. He is also President of the Wellmet Project, Inc. and is Chairman of the Topsfield (MA) Commissioners of Trust Funds. In 2015, he was appointed chairman of the Massachusetts Bankers Association Trust Executive Committee
David received a Bachelor of Arts degree in History from St. Lawrence University in Canton, New York in 1989. He is also a graduate of the American Bankers Association's National Graduate Trust School and Private Wealth Management School, and Boston University's Certified Financial Planning Program. He received the Certified Trust and Financial Advisor (CTFA) designation in 1995.
Thank you to our Event Sponsor
Thank you to our Elite Annual Sponsor
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