Michael Markhoff, "Tax and Non-Tax Estate Planning Techniques for the New York Resident," Strategies for Trusts and Estates in New York, 2016 Strategies for Trusts and Estates in New York, (Aspatore Books, 2016)
Jay Fenster , Esq, and Mark Hamilton , Esq.,“Department of Labor’s New Investment Advice Fiduciary Rule the New Normal for Retirement Plan Sponsors and Advisers,” Client Alert, July, 2016