As part of the Estate Planning Committee of the D.C. Bar Taxation Community’s Estate Planning Lunch Series, Associates Christina Scopin and Micah Snitzer presented “Back to Basics: Giving Power to Your Powers of Attorney.” Micah and Christina provided drafting notes, effective tax and non-tax planning powers, and best practices to a live audience, as well […]
The Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) took effect January 1, 2020, revising federal rules that govern the administration of qualified retirement plans (e.g., 401(k) and 403(b) plans) and IRAs. Among the changes effected by the new law is the shrinking of the class of beneficiaries who can “stretch” out their […]
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