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 Goldberg; Matthew 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.
Above is a replay of an Executive Summary Presentation given to the NYS Bar Association on May 13, 2021, regarding an advisor’s role in providing guidance to an amateur – trustee focusing on what they need to do as a fiduciary to monitor and maintain a life Insurance policy entrusted to them.
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
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: email@example.com
Henry Montag: firstname.lastname@example.org
Matthew E. Rappaport: email@example.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
This article outlines ways a life insurance policy can benefit both the policyholder and their beneficiaries.Information-About-Your-Life-Insurance-Policy-You-1
Henry Montag of The TOLI Center East and Andrea B. Schanker of Schanker and Hochberg P.C. outline the opportunities and important considerations in estate planning in a pandemic and under a new administration.Estate-Planning-Opportunities-Under-the-New-Administration
Let’s say some of your clients did the right thing and purchased a long-term care contract years ago while premiums were much less expensive. They also did so before many typical medical issues started popping up in their mid 60s. Yes, having a long-term care insurance contract is a wonderful thing. It will provide your clients with the dollars necessary to pay for some or all of their expenses associated with their care.
You’ve worked hard and saved your entire life to be able to enjoy the lifestyle. However any type of an unreimbursed long-term care expense, be it for a mental or physical impairment can of course completely ruin your and your spouse’s retirement plans. After the well spouse and their family gets over the mental shock, and the adjustment to what must now become the new normal, the reality of the situation begins to kick in.Wealth_Management_July_6_2015_H_PDF
Having a long-term care insurance contract will not only provide your client with the dollars necessary to pay for some or all of the expenses associated with their care, but will provide them with independence and peace of mind, knowing they’ll never be a burden to their kids or spouse.Accounting_Today_July_8_2015_PDF
I was recently honored to have been featured on Annie Jennings’ AuthorExpertWire. Podcast (See Link Below). During the interview, we discussed what we do at The TOLI Center East. which includes educating our clients, be they individuals, business owners, managing trustees, or Attorneys & CPA’s, to help prevent their, or their client’s life insurance policies from expiring prematurely, making them aware of the new ‘Living Benefit’ features that most individuals are Not aware of, and lastly how to get the most value for their premium dollars currently being spent.
Much of this information is based on an American Bar Association flagship book titled The Advisors’ and Trustees’ Guide to Managing Risk that I was privileged to co-author and which was endorsed by the WSJ. We invite you to call or email to discuss any questions the podcast may have raised
You can view information about this book below or by clicking here.
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.
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.
Every Retirement plan will have to be reevaluated in light of the new provisions afforded as a result of the SECURE Act effective Dec 20, 2019.
I’m honored to have been asked to cover this important topic for Bloomberg’s Estate Gifts & Trust Journal. March 10, 2020.Bloomberg-SECURE-Act-Mar-2020
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