Post Election Estate Planning Issues | SECURE Act
As a result of the Presidential election and the Georgia run-off elections, estate, gift and income tax reform is likely around the corner. Clients who wish to engage in gifting strategies face significant uncertainty. However, there are planning strategies available to mitigate the risk of adverse tax consequences in light of this uncertainty. Join the Essex County Estate Planning Council on Thursday, Feb 25 as David G. Strachan, Jr. of Cambridge Trust Company and Ryan J. Swartz of McLane Middleton discuss post-election estate planning issues and retirement planning issues under the SECURE Act.
Registration
This is a MEMBERS-ONLY event. Please email ecepcouncil@gmail.com if you have lost your user name and/0r password.
***Registered participants will receive a Zoom link the day before the event. Join us at 8:45am for 15-minute breakout rooms to get to know some of your fellow Council members and to tell us a little bit more about what you'd like to get out of your Council membership.
About Our Speakers
David G. Strachan, Jr. is a senior vice president and director of relationship management at Cambridge Trust.
David has managed client relationships for over 25 years and has been with Cambridge Trust since 1996. He serves as a trusted advisor to high net worth clients and families and oversees Cambridge Trust's Relationship Managers and support staff. He leads the team that provides strategy, consultation,
planning and administration for trusts, investment management accounts, retirement accounts and not-for-profits.
David received a BA 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, as well as Boston University's Certified Financial Planning Program. He received the Certified Trust and Financial Advisor (CTFA) designation in 1995.
Ryan Swartz is director and vice chair of the Trusts & Estates Department and managing director of the Boston office at McLane Middleton where he advises individuals and families regarding various planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts and irrevocable Medicaid trusts.
Ryan completed a Judicial Clerkship with the Massachusetts Superior Court (2003-2004). He received his J.D. cum laude, from Suffolk University Law School (2003) and his B.A., cum laude, from the University of Massachusetts, Amherst (1999). He also serves on the Essex County Estate Planning Council Board of Directors.
