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Essential Estate Planning Strategies And Updates For Senior Attorneys

Essential Estate Planning Strategies And Updates For Senior Attorneys

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Seymour Goldberg, Matthew Rappaport, and Henry Montag combine forces to overview how to execute an effective estate plan in New York. This will include recent updates specifically relevant for professional advisors. Topics covered include Sy Goldberg speaking about coordinating an estate plan with the Uniform Principal and Income Act, and the SECURE ACT for IRA trusts in NY.  Matthew Rappaport will discuss recent estate planning updates relevant to NY attorneys.  Henry Montag will discuss best practices for life insurance utilization with IRA trusts, The SECURE Act and other estate planning matters.

Thank you to our Sponsor!

Start Date:
  • May 13, 2021
Start Time:
  • 12:00 PM
End Time:
  • 2:00 PM
Areas Of Professional Practice Credit(s):
  • 2.0
Total Credit(s):
  • 2.0
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0KL41
NYSBA Member Price: $100.00 Join (or renew) for special member pricing
Non-Member Price: $200.00
Sponsoring Committee Group
  • Trusts & Estates Law Section