Planning With Your Client’s Retirement and Life Insurance
Program Description
Annuity benefits and 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. With knowledge of these issues, attorneys and advisors may best assist clients in managing their assets, particularly retirement, annuity, and life insurance benefits.
This program will present 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. Attendees will learn about how unmarried couples may, and may not obtain treatment similar to that of married couples.
Whether your practice is devoted primarily to estates, elder law, domestic relations, or financial planning or includes only the occasional drafting and reviewing of trusts, estates, and domestic relations documents, or beneficiary designation forms, this program will give you a basic understanding of the issues that are most likely to arise with respect to retirement, annuity, and life insurance benefits.
Who Should Attend
Attorneys in the general practice of law, estate and trust planners, family law practitioners, elder law attorneys, and those interested in gaining a basic knowledge of issues that are most likely to arise with respect to retirement, annuity, and life insurance benefits.
Sponsored by the Committee on Continuing Legal Education and the Trusts & Estates Law, Elder Law and Special Needs, Family Law, General Practice and Senior Lawyers Sections.
Live CLE Program & Webcast
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) - The CFA Society of NY
6.50 MCLE Credits: 6.5 Areas of Professional Practice
NYSBA Member: $175 | Non-Member: $275
Co-Sponsoring Section Member: $135
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
Program Chair
Patricia Shevy, Esq., The Shevy Law Firm, Albany
Local Program Chairs
Albert Feuer, Esq., Law Offices of Albert Feuer, Forest Hills
David Pratt, Esq., Albany Law School , Albany
Program Faculty
Mary Anne Cody, Esq., Mackenzie Hughes, LLP, Syracuse
Karin S. DeLaney, Esq., Sloan DeLaney P.C. , Baldwinsville
Brian K. Haynes, Esq., Bond, Schoeneck & King, PLLC, Syracuse
John S. King, Esq., JSKing Consulting, Syracuse
Sharon A. McAuliffe, Esq., Bousquet Holstein, Syracuse
Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys. For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.
Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey. If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
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To view the full list of Continuing Legal Education Programs, click here.
If you have any questions about this program, please contact Program Attorney Sally Bratten.