20 May 2021

Upcoming Webinar For New York County Lawyers Association – NYCLA 2 Cle Credits: June 2, 2021

Our expert speakers will provide an overview on how to execute an effective estate plan in New York, including recent updates specifically relevant to estate planning professionals. Seymour GoldbergMatthew E. Rappaport, Esq., LL.M.Henry Montag CFP.

This webinar is scheduled for Wednesday, June 2, 2021, from 12:30 pm – 2:30 pm EST. For more information, visit this link.

04 May 2021

I’m honored to be presenting to the N.Y.S Bar Association a summary of a book I co-authored for the American Bar Association regarding items an advisor, owner, or trustee of a Life Insurance policy should know and do to maintain and maximize their or a client’s Life Insurance portfolio on Thursday, May 13th at 12 – 2:00 pm (2CLE)

NYSBA-Webinar-Flyer-Essential-FINAL

21 Apr 2021

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-lTSqViyQ

Webinar-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: info.goldbergira@gmail.com
Henry Montag: henry@thetolicentereast.com
Matthew E. Rappaport: mer@frblaw.com

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

info@frblaw.com

05 May 2020

Between the ongoing COVID-19 pandemic and the recently passed SECURE Act, there are many changes that may impact your or your client’s existing life insurance policy.

Slashed interest rates and the stock market plunge have further exacerbated an already deteriorating situation whereby the client’s non-guaranteed life insurance coverage is expiring prematurely as a result of client neglect & inaction caused by their not understanding their current life insurance portfolio.

I am honored to have been asked to conduct an upcoming webinar for the New York State Bar Association entitled ” The Impact of COVID-19 on Client’s Life Insurance & the SECURE Act. ” The webinar addresses the challenges and considerations an attorney or other advisor should consider as it relates to life insurance, COVID-19, and new legislative changes. The webinar will take place on May 12, from 12:00PM to 1:00PM, and participants can earn 1.0 CLE.

You can register by clicking the link below. If you have any questions about your life insurance portfolio or the webinar registration please call or email me at your convenience.

https://nysba.org/events/the-impact-of-covid-19-on-clients-life-insurance-the-secure-act-webinar/

PRESENTER BIOS

Henry Montag CFP, Managing Director of The TOLI Center East in practice since 1976 with offices in L.I N.Y, has authored articles and acted as a source for NYSBA Senior Lawyer, NYSSCPA Tax Stringer, Tax Facts, Bloomberg’s Estates Gift & Trust Journal, Trusts & Estate Magazine, Accounting Today, Long Island Business News, Financial Planning, & The Wall Street Journal. 
He has appeared as a guest on Wall Street Week, Fox Business News & News 12. He’s provided CPE & CLE continuing education credits to NYSBA, ABA, AICPA, NYSSCPA, & the estate Planning Council. He co-authored an American Bar Association Flagship publication, Jan 2017, titled; “The Advisors’ & Trustees’ Guide to Managing Risk” The Jan 2019 issue of Commerce Clearing House, referred to him as; “One of today’s best brains in life Insurance.

Jay P. Sheryll, Esq . is the founder of Sheryll Law, P.C., a boutique practice focused on helping clients protect themselves, their families, and their assets through comprehensive Estate Planning services, Trust & Estate services, and Trust & Estate administration. 
Sheryll Law, P.C. is unique in its caring approach to serving its clients and its modernization of the traditional law firm to ensure that its clients receive complete advice and guidance in a manner appropriate to the 21st century. 
Jay P. Sheryll is a published author, frequent public speaker, and has provided CLE credits for the Suffolk County Bar Association. He lives in East Quogue with his wife and two little girls. 

02 Dec 2019

Dear Program Registrant: 

On behalf of the New York State Bar Association, thank you for registering for the upcoming webinar The Little Known Living Benefits of a Life Insurance Policy sponsored by the Senior Lawyers Section of the New York State Bar Association.

The webinar material presented Tuesday, December 10, 2019, from 12:00n– 12:30 p.m.  is below

HANDOUT ARTICLES FOR MONTAG webinar

 http://www.nysba.org/SLSWebinarsECM/  

INTRO & SPEAKER BIO 

https://thetolicentereast.com/2019/12/02/nysba-webinar-the-little-known-living-benefits-of-a-life-insurance-policy/    

 REPLAY OF WEBINAR 

 https://nysba.ce21.com/ViewerUnAutheticatedLink?x=tCR2ualmcGVHZeKahuZf3g==&CE21=true

NYSBA

13 May 2019

I and two other colleagues will be giving a presentation on Wednesday, May 22 from 12:30-2:10 pm at the Suffolk Academy of Law.  I’ll be discussing the little known living benefits attributed to life Insurance as an asset class in addition to merely paying a death benefit.

Joining me will be two experts in their field as Steve Shorrock, will discuss the various aspects of a life settlement, and Gary Schreiner Esq. will discuss the topics from a legal perspective.

Use the form below to register if you are interested. Please contact me if you have any questions.

Suffolk-Academy-of-Law

08 Feb 2019

I am honored to have been asked to speak on a topic I am passionate about for the Estate Planning Council of Nassau County. My presentation, “The Life Insurance Policy Crisis: The Advisors’ and Trustees’ Guide To Managing Risks and Avoiding a Client Crisis,” will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients’ trusts as well as their individually owned life insurance policies.
The event will take place Thursday, February 21, 2019, 8:30 AM. The address is Westbury Manor, 1100 Jericho Turnpike, Westbury, NY 11590. There is no charge for members of good standing. Guest of members will be charged $30.
Participants can earn 1 credit of Continuing Education. To ensure you receive your CE please pre-register at www.epcnassau.org
See the attachment below for further details.

Please contact me with any questions you may have.

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28 Sep 2018

I invite you to register for an upcoming presentation I will be co-presenting entitled Drafting, Funding and Properly Maintaining an ILIT and SNT. You may have seen recent articles in the Wall Street Journal and Bloomberg discussing the danger of prematurely lapsing life insurance within trusts. I will be discussing this issue in detail.
This program will take place at the Suffolk County Bar Association Center, Thursday, Oct. 4th, from 12:30 PM – 2:00 PM
The program will provide a benefit to Elder Law attorneys, Trust & Estate attorneys, CPAs, and anyone interested in maintaining their life insurance. It will answer questions practitioners have about drafting, funding, and properly maintaining two types of popular trusts used in planning: Irrevocable Life Insurance Trusts and Special Needs Trusts.
Participants will earn 2 professional practice credits for attending.
I’ve included the registration form below. Please reach out if you have any questions.
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19 Jul 2018

Annuities can be a valuable retirement income planning tool for your clients. However, like any solution, there are pros and cons, and understanding the nuances of annuities in the elder law planning setting is crucial to helping your clients to the fullest.
With that said, I invite you to register for an upcoming presentation I will be co-presenting entitled Annuities in Elder Law Planning (The Good, The Bad, The Ugly) . This will take place at the Suffolk County Bar Association Center, Thursday, July 26th, from 12:30 PM – 2:00 PM.
This program will provide a benefit to Elder Law attorneys, Trust & Estate attorneys and CPAs. The program will present the pros and cons of using annuities in the setting of elder law planning and will also answer practical questions that arise in determining how to advise clients in the use of existing annuities, purchase of a new annuity or termination of existing annuities, all within the context of the current Medicaid statutes and practice in Suffolk County.
I’ve included the registration form below. Please reach out if you have any questions.

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