I am very pleased to announce that the article I co-authored with the esteemed Natalie B. Choate (“The Care and Feeding of Large IRAs” – Trusts & Estates magazine, December 2016) has won the Distinguished Author “Thought Leadership” Award. More information regarding this award can be found here: http://www.wealthmanagement.com/estate-planning/2017-trusts-estates-distinguished-authors-awards
Might need to make an appearance in NYC in October for the awards gala. (I hear it’s a beautiful time of year!)
Enjoy your summer!