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.
- 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
Non-member: $ 55
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