gradient circle (purple) gradient circle (green)

On-Demand/Recorded

Essential Estate Planning Strategies and Updates for Senior Attorneys

Essential Estate Planning Strategies and Updates for Senior Attorneys

EssesntiailEstatePlanningStrategiesUpdatesForSeniorAttorneys_675

Seymour Goldberg, Matthew Rappaport, and Henry Montag combine forces to overview how to execute an effective estate plan in New York. This program 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.

Member Price: $100.00 Join (or renew) for special member pricing
Non-Member Price: $200.00

BLACK FRIDAY SALE

Now through December 1, save 30% off all NYSBA Publications, downloadable forms, and our Automated Power of Attorney, when you use the code PUB9435 at checkout.

Note: Does not apply to Practical Skills Series titles.

Published Date:
  • May 13, 2021
Format:
  • Online On-Demand
Product Code:
  • VKL41
Areas Of Professional Practice Credit(s):
  • 2.0
Total Credit(s):
  • 2.0