Wealth Preservation & Transfer Planning Newsletter
Issue 3 | Q1 2020
Welcome to the Coats Rose Wealth Presentation & Transfer Planning Newsletter, a resource for timely legal analysis of issues affecting personal wealth, estate and financial preservation. Our Wealth Preservation and Wealth Transfer Planning attorneys assist clients in planning and protecting their futures through designing trust and estate planning and administration strategies that are responsive to our clients' needs, whatever their financial status. For more information about our lawyers and capabilities, visit our Wealth Preservation Planning and Wealth Transfer Planning practice group webpages.
The SECURE Act's Impact on Retirement Planning and Estate Planning
We explore the major changes to rules related to individual and employer-sponsored retirement accounts enacted by the SECURE Act, how these changes might also materially alter estate plans incorporating retirement accounts.
We explore a few post-SECURE Act strategies to consider in an effort to reduce the your tax bill and the tax bills of your beneficiaries.
For Wealth Planning and Preservation Legal Counsel Contact:
Phone: 214.788.1600
About Coats Rose, P.C.
Coats Rose, P.C. is a transactional and litigation law firm focused on development: the development of real estate, affordable housing, special purpose districts, business and private wealth. We provide legal counsel to businesses, governmental entities corporate and high-net worth clients across the U.S. and internationally. For over 30 years, the firm has leveraged its vast legal experience to fulfill clients’ needs spanning real estate law, affordable housing and community development, public finance, construction/surety law, commercial litigation, government relations, intellectual property, mergers and acquisitions, securities law, tax, wealth transfer planning and wealth preservation planning.
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