*Learn How the “SECURE Act” Affects You* Seminars with Anne McKinney and Victoria Tillman Tuesday, Feb. 6, 2020 and  Saturday, Feb. 8, 2020 The so-called “SECURE Act” makes significant changes in the income taxtreatment of inherited retirement funds. */With very few...

Victoria and her colleague, Don Farinato, recently spoke at the 2019 ACTEC Southern Regional Meeting in Memphis, Tennessee on the topic of Trust Modification Under the Uniform Trust Code. Click here to download a copy of their paper (without the Exhibits).  ACTEC (the...

Anne McKinney and Lisa Bailey taught a free seminar on the basics of estate planning to Northside residents on June 13, 2019 at the Halls Senior Center.