Andrew S Rusniak

February 13, 2020 | The Legal Intelligencer

The elimination of the lifetime stretch has caused practitioners to collectively rethink some of their long-held norms with respect to legacy planning and tax planning for retirement benefits, particularly with the use of trusts that will receive retirement plan benefits.

By Andrew S. Rusniak

8 minute read

February 15, 2019 | The Legal Intelligencer

As we move into 2019, business owners face many challenges and uncertainty with respect to the tax and legal landscape involved in estate planning and succession planning due in large part to the continuing impact of the Tax Cuts and Jobs Act of 2017 and the impact of rising interest rates on planning techniques commonly utilized by business owners to successfully transition ownership of a business in a tax efficient manner.

By Andrew S. Rusniak

8 minute read