I’m honored to be in the company of Sy Goldberg and Matt Rappaport at our upcoming webinar on Thursday, April 22 at 12:00 pm. Please join us as we discuss breaking news regarding the IRA Trust and the Secure Act and How Life Insurance can all work together.
Register for the webinar at: https://us02web.zoom.us/webinar/register/5216147964035/WN_WEABEvGAQsy_j-lTSqViyQWebinar-Flyer-Essential-Est-April-22-2021
Seymour Goldberg, Matthew Rappaport, and Henry Montag combine forces to overview how to execute an effective estate plan in New York, including recent updates specifically relevant for attorneys and other tax professionals. Topics covered include an overview of the changes to the Retirement Distribution Rules under the Secure Act, Advantages of Trusts as an IRA Beneficiary, and Why Many IRA Beneficiary Forms are Defective. The panel will also cover recent estate planning updates, and best practices for life insurance utilization with IRA trusts, and other estate planning matters.
This webinar may be considered attorney advertising. This webinar is not presented for purposes of legal advice or for providing a legal opinion. Before any of the presenting attorneys can provide legal or tax advice to any person or entity, and before an attorney-client relationship is formed, that attorney must have a signed fee agreement with a client setting forth the firm’s scope of representation and the fees that will be charged. This webinar is not eligible for CLE or CPE credits.
You may contact the panelists at:
Seymour Goldberg: firstname.lastname@example.org
Henry Montag: email@example.com
Matthew E. Rappaport: firstname.lastname@example.org
This Webinar is Hosted by:
Falcon Rappaport & Berkman PLLC
1185 Avenue of the Americas, Third Floor
New York, NY 10036
(212) 203 – 3255
265 Sunrise Highway, Suite 50
Rockville Centre, NY 11570
(516) 599 – 0888