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BCLP lawyer joins ‘ACTEC Trust and Estate Talk’ podcast

BCLP lawyer joins ‘ACTEC Trust and Estate Talk’ podcast

Dec 06, 2022
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BCLP Senior Counsel Kathleen Sherby recently presented as part of the ACTEC Trust and Estate Talk podcast, produced by the American College of Trust and Estate Counsel (ACTEC). Kathy is an ACTEC fellow.

Planning for retirement benefits can be extremely complicated. Kathy outlined her Top 10 recommendations when planning after a client’s death for the distribution of retirement benefits under the SECURE Act and Proposed Regulations.

Kathy’s practice at BCLP involves representation of private individuals in all aspects of wealth transfer planning in the U.S. and internationally, including the implementation of sophisticated planning techniques involving grantor retained annuity trusts, family limited partnerships/limited liability companies, charitable remainder trusts, charitable lead trusts and other similar wealth transfer techniques. A particular focus of her practice is estate planning for retirement benefits, integrating the planning for minimization of transfer tax and income tax with the required minimum distribution rules.

Kathy is a well-known national lecturer on all of these topics at significant national conferences. In addition, she is an active participant in the estate planning bar and was recently inducted into the Estate Planning Hall of Fame and named a recipient of the Accredited Estate Planner (Distinguished) designation.

Listen to the podcast, in which Kathy is introduced by BCLP Partner Doug Stanley, co-leader of BCLP’s Fiduciary Disputes Team and also a fellow of the ACTEC.

Related Practice Areas

  • Private Client

  • Tax & Private Client

Meet The Team

Meet The Team

Meet The Team

This material is not comprehensive, is for informational purposes only, and is not legal advice. Your use or receipt of this material does not create an attorney-client relationship between us. If you require legal advice, you should consult an attorney regarding your particular circumstances. The choice of a lawyer is an important decision and should not be based solely upon advertisements. This material may be “Attorney Advertising” under the ethics and professional rules of certain jurisdictions. For advertising purposes, St. Louis, Missouri, is designated BCLP’s principal office and Kathrine Dixon (kathrine.dixon@bclplaw.com) as the responsible attorney.