CEB Contributor
Steven Earl Trytten
Founding Partner at Beacon LLP
Steve Trytten Esq., CPA*, MBA, is a nationally recognized authority on tax, estate, retirement plan benefits, and business succession planning.
https://www.beaconlawllp.com/team/steve-e-trytten/
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EPI: Drafting Estate Planning Documents When Retirement Plan Interests are in the Picture
Steven Earl Trytten
April 24, 2026
Designed for estate planning practitioners, this program with practitioners Steven Trytten and Erica Deutsch explores best practices for drafting documents that address the SECURE Act’s retirement planning rules. This session examines how the SECURE Act has reshaped retirement asset planning and the drafting considerations necessary to align documents with current law.
Trusts & Estates, Estate Planning
42nd EPI (2020): California Fiduciary Income
Steven Earl Trytten
April 24, 2020
In recent years, the taxes that get paid every year, such as income tax, are attracting more and more attention from tax and estate planners. State and local income taxes and their interactions with federal income have also become increasingly important.
Tax Law, Trusts & Estates
42nd EPI (2020): The SECURE Act
Steven Earl Trytten
April 24, 2020
Join Steven Trytten for an informative presentation on estate planning for retirement assets after the SECURE Act. Mr.
Tax Law, Trusts & Estates
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