Note Location for November Meeting:
The Omni Hotel, San Francisco

Bryan Kirk and Ryan Szczepanik

Please join us for the next SFEPC meeting on November 20, 2024, at the Omni Hotel in San Francisco. We will be meeting at 5:00 pm for a social hour with hors d’oeuvres and cocktails, followed by our featured speakers, Bryan Kirk and Ryan Szczepanik at 6:00 pm.

This presentation is intended as a practical overview for advisors helping individuals make decisions about to whom they leave their retirement accounts.

We will address the importance of trust and estate planning for retirement accounts and provide a basic overview of lifetime planning for those accounts. We will then review the rules on required distributions from inherited IRAs. Finally, we’ll focus on the transfer planning decisions individuals are likely to need to make in relation to their retirement accounts and concerns that may arise based on those decisions.  

Bryan D. Kirk is currently Development Legal Counsel for Stanford University.  He is a Fellow of the American College of Trust and Estate Counsel and certified specialist in Estate Planning, Trust and Probate Law.  Bryan enjoys working with individuals, families and charitable institutions on issues related to philanthropy and estate planning.  He regularly writes and presents on these topics, including publications in Trusts & Estates, Estate Planning, and Journal of Financial Planning.  Prior to joining Stanford, he led estate and financial planning for Fiduciary Trust International and practiced trust and estate law in Northern California.  He is a graduate of U.C. Berkeley School of Law (2004, J.D.), Santa Clara University’s Jesuit School of Theology (2022, M.T.S.) and Claremont McKenna College (2000, B.A.).     

Ryan Szczepanik is a Senior Wealth Strategist at BNY Wealth.  He works closely with families, corporate executives, business owners, charitable institutions, and their advisors to provide comprehensive trusts, estates, and tax planning services. Ryan is a certified specialist in Estate Planning, Trust, and Probate Law.  He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Before joining BNY Wealth, Ryan was a Shareholder at the Bay Area trusts and estates law firm Hartog, Baer & Hand.  Ryan is a graduate of Emory Law School (2003, J.D.) and Amherst College (1999, B.A.), and he received a Certificate from the Harvard Law School Executive Education Accelerated Leadership Program (2019).