September 6, 2019

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

By Janis Cowhey, Modern Family & LGBT Services Group Leader & Stephenie Yeh, Manager, Tax & Business Services

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. Modern Family & LGBT Services

Excerpt:

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.

Click here to read a PDF version of the article >>

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Janis L. Cowhey

Janis L. Cowhey

Partner

  • Tax & Business
  • New York, NY