[WEBINAR] Essential Estate Planning Updates

[WEBINAR] Essential Estate Planning Updates
2 NY Credits: 2 Skills; 2 NJ Credits: 2 General





Faculty: Seymour Goldberg, CPA, MBA, JD, Goldberg & Goldberg; Matthew E. Rappaport, Esq., LLM (Taxation), Vice Managing Partner, Falcon Rappaport & Berkman PLLC; Henry Montag, Managing Director, The TOLI Center East

 

Our expert speakers will provide an overview on how to execute an effective estate plan in New York, including recent updates specifically relevant to estate planning professionals.

 

Topics include:

  • Coordinating an estate plan with the Uniform Principal and Income Act, and the SECURE Act for IRA trusts;
  • Recent estate planning updates;
  • Best practices for life insurance utilization with IRA trusts; and
  • Other estate planning matters

 

Member: $35

Non-member: $ 55



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For technical and account related issues, please contact us at dradjabov@nycla.org

After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you do not receive access email 1 hour prior to the program, please email dradjabov@nycla.org. We may not be able to accommodate requests sent later than 30 minutes before the start of the program.

When
6/2/2021 12:30 PM - 6/2/2021 2:10 PM
Where
ONLINE WEBINAR New York, NY 10007

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