Jeffrey P Gorak

Jeffrey P Gorak

October 03, 2022 | New York Law Journal

'SECURE' Trust Planning

There is no one-size-fits-all approach in estate planning for retirement accounts in light of SECURE; the appropriate plan for each client must be determined on a case-by-case basis.

By Hollis F. Russell, Gail W. Marcus, Edward Terrell and Jeffrey P. Gorak

8 minute read