New York Law Journal published an article by Partner Janis Cowhey and Manager Stephenie Yeh, advising attorneys about the importance of clients reviewing their estate plans regularly and updating as necessary.
New York Law Journal
Other potential changes underway may greatly impact trusts and estates for all Americans. One such adjustment is to the rules for withdrawals from qualified retirement accounts, if the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (the Act or SECURE Act) is enacted. The SECURE Act limits life expectancy payouts for inherited retirement plans.