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J. Paul Fidler Published in the Probate Law Journal of Ohio - May/June 2020

Thursday, June 18, 2020

Who Cares About Being Secure? Estate Planning with Retirement Plan Assets in A Rapidly Changing Legal Environment

Both prior to and during the Coronavirus crisis, Congress and the Treasury Department have made several significant changes to retirement plan distribution systems. These changes should cause every estate planner to reevaluate how to treat retirement plan assets when planning for her or his clients with significant retirement plan assets.

Download the full article by J. Paul Fidler, Esq. Schneider Smeltz Spieth Bell LLP

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