Planning with Your Client’s Life Insurance & Retirement Benefits

9:00 a.m. – 9:10 a.m.

Welcome and Introduction

9:10 a.m. – 10:00 a.m.

Planning Under SECURE 1.0 and 2.0

This session will discuss the SECURE 1.0 and 2.0 Acts, the proposed and new final regulations, and how they affect planning. 

Speaker: Bruce D. Steiner, Kleinberg, Kaplan, Wolff & Cohen, New York, NY

1.0 Credit in Areas of Professional Practice

10:00 a.m. – 10:50 a.m.

Planning with 529 Plans and HSAs

This session will address the foundational rules for how health savings accounts (HSAs) and 529 plans function, including eligibility requirements and the tax treatment of contributions and distributions from each type of account. Additionally, the session will explore strategies for how HSAs and 529 plans may more broadly fit into a client’s retirement, gifting, and legacy planning.

Speaker: Dolly Donnelly, Wealth Strategies, Wilmington Trust Company, New York, NY

1.0 Credit in Areas of Professional Practice

10:50 a.m. – 11:00 a.m.

Break

11:00 a.m. – 11:50 a.m.

Effects of a Marriage, Divorce, a Marital Separation or a Creditor Judgment on an Individual’s Retirement/ Savings Plan Benefits

This session will explore the extent to which the marriage, divorce, or marital separation of an individual affects the individual’s right to retirement/savings plan benefits. It will also explore the extent to which the creditors of an individual may enforce judgments for their claims against the individual’s retirement/savings plan benefits.

Speaker: Albert Feuer, Law Offices of Albert Feuer, Forest Hills, NY

1.0 Credit in Areas of Professional Practice

11:50 a.m. – 12:40 p.m.

Intersection of Life Insurance and Retirement Benefits with Medicaid Eligibility

This session will explore the intricacies of life insurance and retirement benefits within the context of Medicaid eligibility in New York.

Speaker: Tara Anne Pleat , Wilcenski Pleat Law, Clifton Park, New York

1.0 Credit in Areas of Professional Practice 

12:40 p.m. – 1:00 p.m.

Q&A