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RETIREMENT PLANS AND THE ESTATE: The Thirty Year “Hot Topic” for Estate Planners

The dramatically increasing federal and New York estate tax exemptions have made estate planning professionals all too aware of the current focus on retirement planning in pre and post-mortem estate planning. This and Medicaid Planning will remain their focus for the next several decades.

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The original source materials for this Guide were presented by Daniel A. Timins, Esq., CFP (R) as a part of Fordham Law School's Continuing Legal Education Department in April of 2015.

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