Stephen Ferszt
August 20, 2024 | New York Law Journal
Courts Reiterate: Beneficiary Designation Review Is Critical for Estate and Retirement PlanningFailing to update beneficiary and estate tax forms can lead to legal battles. Adhering to the procedures set forth for designating or changing beneficiaries is not just a formality, but an essential step in ensuring that your assets are distributed according to your wishes. Stephen Ferszt, a partner at Olshan Frome Wolosky discusses the regulatory landscape and provides guidance about planning in light of upcoming tax law changes and legal recourse.
By Stephen Ferszt
7 minute read
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