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The Ulman Report Spring 2014

Offit Kurman attorney Lou Ulman has released his Spring report. The report covers the following topics:

  • Inheriting Retirement Plans
  • Paying Attention to your Inheritance
  • Social Security Options
  • When to Review Estate Planning Documents

Download the PDF of The Ulman Report- Spring 2014

The Ulman Report - Spring 2013 - Print Version.pdf - Adobe Acrobat Pro

Mr. Ulman is the Practice Group Leader of the Estate Planning and Administration Practice Group. His work as an estate planning attorney is concentrated on trust and estate administration, business succession planning, asset protection in connection with long-term care stays, and special needs planning.

if you have any questions or would like to request further information please contact Lou Ulman at: lulman@offitkurman.com | 30.575.0354