[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

You must be signed in to register. If you do not have an account, you can create it for free.
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.

6/2/2021 12:30 PM - 6/2/2021 2:10 PM

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