I am honored to announce that the article I co-authored with esteemed tax attorney Natalie B. Choate, entitled “The Care and Feeding of Large IRAs“, has been selected by Trusts & Estates magazine’s editorial team for a “Thought Leadership award”.  A survey will be sent (via email) on Thursday, June 1st to all Trusts & … Continue reading Trusts & Estates Thought Leadership Award Nominee Announcement →