Planning With Your Client's Retirement and Life Insurance



Click on the Program Date to Register for that Location!  

Tuesday, April 24, 2018 | Albany – New York State Bar Association
Tuesday, April 24, 2018 | Buffalo – Hyatt Place Buffalo/Amherst
Wednesday, April 25, 2018 | Long Island – Melville Marriott - PROGRAM CANCELLED 
Wednesday, April 25, 2018 | Syracuse – Genesee Grande Hotel
Thursday, April 26, 2018 | Westchester – Holiday Inn Mt. Kisco
Friday, April 27, 2018 | New York City (Live webcast)  - CFA Society NY  Webcast Red

NYSBA Members: $175 | T&E Section Members: $135
Non Members: $275

6.5 MCLE Credits: 6.5 Professional Practice

Program Chair
Patricia Shevy, Esq
., Shevy Law Firm, Albany, NY

Local Chairs

Albert Feuer, Esq., Law Offices of Albert Feuer, Forest Hills
David Pratt, Esq., Albany Law School , Albany

Trusts & Estates Law Section
Family Law Section 
Elder Law & Special Needs Section
General Practice Section
Senior Lawyers Section
Committee on Continuing Legal Education

Trusts & Estates Law Section Chair
Sharon Wick, Esq., Phillips Lytle, LLP, Buffalo 

Not Able to Attend in Person?
A Live Webcast Option is Available: Friday, April 27, 2018 *
If you cannot watch the webcast at the scheduled time and date, the recording will be available to you to access after the presentation date for a 60 day period enabling you to watch on your schedule and earn your MCLE credits.*Newly admitted attorneys (less than twenty-four months) must attend the live program in order to earn Skills credits. Newly admitted attorneys are not able to earn Skills credits by viewing the webcast.


The New York State Bar Association’s Trusts & Estates Law, Family Law and Senior Lawyers Sections and the Committee on Continuing Legal Education are pleased to present Planning With Your Client's Retirement and Life Insurance.  

Program Agenda Topics

  • Life Insurance and Annuity Contracts Within and Without Retirement Plans
  • Life Insurance Trusts
  • Retirement Plan Distribution Rules
  • Roth IRAs and Roth IRA Conversion
  • Creditor Rights
  • Beneficiary Designations
  • Planning with Trusts
  • Medicaid Planning with Retirement, Annuity and Life Insurance Assets
  • Effects of Divorce and Marital Separation on Retirement and Life Insurance Benefits

NYSBA Members: $175

Co-sponsoring Section Members: $135
Non-Members: $ 275

Interested in registering more than one attorney?
Three or more registrations from the same firm/organization are eligible for our 20% Group Discount.

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Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early. Registrations received at the door are subject to an additional $15.00 registration fee. Registrations cancelled less than three days from the program date will be assessed a cancellation fee of $25.00.