Retirement, Annuity, and Life Insurance Benefit Planning
7.0 TOTAL CREDITS: 5.0 in Areas of Professional Practice and 2.0 in Skills.
This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
This course includes 7.0 hours of credit for the continuing professional education requirements of New York and New Jersey CPAs.
NYSBA Member: $150
Trusts and Estates Law Section Member: $127.50
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.
Locations and dates - click the links below for more information and/or to register:
Melville, L.I. | Live | Thursday, April 30, 2015 | Melville Marriott, 1350 Old Walt Whitman Road, Melville, NY 11747 | 0DY03
Abany | Live | Wednesday, May 6, 2015 | Shaker Ridge Country Club, 802 Albany Shaker Road, Loudonville, NY 12211 | 0DY01
White Plains | Live | Thursday, May 14, 2015 | Elmwood Country Club, 850 Dobbs Ferry Road, White Plains, NY 10601 | 0DY07
Buffalo | Live | Wednesday, May 20, 2015 | Holiday Inn Amherst, 1881 Niagara Falls Boulevard, Amherst, NY 14228 | 0DY02
New York City | Live & Webcast | Friday, May 29, 2015 | CUNY Graduate Center, 365 Fifth Avenue, New York, NY 10016 | 0DY04
Syracuse | Live | June 9, 2015 | Sheraton Syracuse University Hotel, 801 University Avenue, Syracuse, NY 12110-0801 | 0DY06
To register by phone, please call 1-800- 582-2452.