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Retirement, Annuity, Life Insurance Benefit Planning (2015)

Retirement, Annuity, Life Insurance Benefit Planning (2015)

7.5 TOTAL CREDITS: 5.5 in Areas of Professional Practice and 2.0 in Skills.

Annuity benefits, employer and individual retirement plan benefits constitute a large portion of the wealth of many individuals.  Retirement benefits also constitute a large portion of inherited wealth.  Many individuals transfer substantial amounts of life insurance benefits to others, either on or before the individual’s death.   There are many differences between the treatment of these benefits and that of assets held in brokerage or bank accounts in an individual’s name.

This program will discuss the issues that may arise with respect to the treatment of retirement, annuity and life insurance benefits for purposes of taxes, transfers on death, domestic relations, Medicaid eligibility, and creditor’s rights.  Issues may also arise about the extent to which unmarried couples may, and may not, by contract obtain treatment similar to that of married couples.  With knowledge of these issues advisors may best assist a client to manage his or her assets, particularly the client’s retirement, annuity, and life insurance benefits.


Whether your practice is devoted primarily to estates, elder law, domestic relations, or financial planning or includes only the occasional drafting and reviewing of trusts, estates, and domestic relations documents, or beneficiary designation forms, the program presentations from experienced speakers who deal with these issues regularly, along with the written materials, will give you a basic understanding of the issues that are most likely to arise with respect to retirement, annuity, and life insurance benefits.  Such understanding is critical in adequately counseling your clients and, by the way, will help with your own personal financial planning.  

Program Topics

* Life Insurance and Annuity Contracts Within and Without Retirement Plans and Life Insurance Trusts

* Retirement Plan Distribution Rules (Early Payment Penalties, Rollover and Minimum Distribution Rules)   

* IRAs and Roth IRA Conversions  

* Beneficiary Designations  

* Trusts that are Beneficiaries of Retirement Plans (Including IRAs)

* Creditor Rights to Retirement, Annuity, and Life Insurance Benefits

* Medicaid Planning with Retirement, Annuity, and Life Insurance Benefits 

* Family and Domestic Relations Law Rights to Retirement, Annuity, and Life Insurance Benefits  

Program Faculty

Albert Feuer, Esq. (Moderator and Speaker)
Law Offices of Albert Feuer
Forest Hills

Ian W. MacLean, Esq. (Coordinator)
MacLean Law Firm, P.C.
New York City

Barry L. Rabinovich, Esq., MBA, AEP
Senior Advanced Markets Director, MetLife Inc.
Somerset, NJ

Patricia J. Shevy, Esq.
The Shevy Law Firm, LLC

Susan B. Slater-Jansen, Esq.
Susan B. Slater-Jansen Attorney at Law
White Plains

Bruce D. Steiner, Esq.
Kleinberg, Kaplan, Wolff & Cohen, P.C.
New York City


Total Credits: 7.50 | Skills: 2.00, Areas of Professional Practice: 5.50

Non-Member Price: $275.00
Published Date:
  • May 28, 2015
  • Online On-Demand
Product Code:
  • VDY04
Areas Of Professional Practice Credit(s):
  • 5.5
Skills Credit(s):
  • 2.0
Total Credit(s):
  • 7.5
Recorded Date:
  • 6hr 20min