Description
Total Credits: 6.5 Professional Practice
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.
- Life Insurance and Annuity Contracts Within and Without Retirement Plans
- Life Insurance Trusts
- Retirement Plan Distribution Rules
- Roth IRAs and Roth IRA Conversion
- Debtor/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
Materials
Outline for Life Insurance and Annuity Contracts By Lori Epstein, Esq. and Barry Rabinovich, Esq. - PowerPoint
(1.5 MB)
Available after Purchase
Powerpoint for Life Insurance and Annuity Contracts By Lori Epstein, Esq. and Barry Rabinovich, Esq.
(242.9 KB)
Available after Purchase
Life Insurance Annuities and Creditor Rights By Laurie S. Keniry, Esq.
(589 KB)
Available after Purchase
Social Security Benefit Distribution Rules By Susan B. Slater Jansen, Esq.
(501.4 KB)
Available after Purchase
Retirement Plan Distribution Rules Early Payment Penalties, Rollover Rules and Minimum Distribution Rules By Susan B. Slater Jansen, Esq.
(2.2 MB)
Available after Purchase
IRA and Roth Conversions By Bruce D. Steiner, Esq. - Outline
(79.4 KB)
Available after Purchase
IRA and Roth Conversions By Bruce D. Steiner, Esq. - Powerpoint
(268.4 KB)
Available after Purchase
Roth Conversions under ATRA by Bruce D. Steiner, Esq.
(632.4 KB)
Available after Purchase
Debtor - Creditor Rights to Retirement - Savings Plan Benefits By Albert Feuer, Esq. - Outline
(282.7 KB)
Available after Purchase
Debtor - Creditor Rights to Retirement - Savings Plan Benefits By Albert Feuer, Esq. - PowerPoint
(318.9 KB)
Available after Purchase
Beneficiary Designations By Patricia Shevy, Esq. - Outline
(149.9 KB)
Available after Purchase
Beneficiary Designations By Patricia Shevy, Esq. - PowerPoint
(599.7 KB)
Available after Purchase
Life Insurance and Retirement Plan Benefits Are Your Clients Achieving Their Intended Goals By Albert Feuer, Esq.
(361.5 KB)
Available after Purchase
Trusts as Beneficiaries of Retirement Benefits PowerPoint By Bruce D. Steiner, Esq.
(248.9 KB)
Available after Purchase
Trusts with Retirement Assets Or As Beneficiaries of Retirement Plans and IRAs By Bruce D. Steiner, Esq.
(124.1 KB)
Available after Purchase
Trusts as Beneficiaries of Retirement Benefits By Bruce D. Steiner, Esq. (reprinted with permission)
(124.1 KB)
Available after Purchase
Medicaid Home Care in New York State By Tara Anne Pleat, Esq.
(753.4 KB)
Available after Purchase
Effects of Divorce and Marital Separation on Retirement and Life Insurance Benefits By Albert Feuer, Esq. - Outline
(294.9 KB)
Available after Purchase
Effects of Divorce and Marital Separation on Retirement and Life Insurance Benefits By Albert Feuer, Esq. - PowerPoint
(73.5 KB)
Available after Purchase
In the Pursuit of Domestic Tranquility - Matrimonial Attorneys Should Follow the Bouncing Beneficiary Designations By Andrew L. Oringer, Esq. Albert Feuer, Esq.
(96.6 KB)
Available after Purchase
Medicaid Planning With Retirement, Annuity & Life Insurance Assets By Patricia Shevy, Esq. - Outline
(307.3 KB)
Available after Purchase
Medicaid Planning With Retirement, Annuity & Life Insurance Assets By Patricia Shevy, Esq. - PowerPoint
(60.9 KB)
Available after Purchase
Medicaid Planning with Retirement Accounts By Patricia Shevy, Esq. and Julie Calareso, Esq. - PowerPoint
(71.9 KB)
Available after Purchase
Electronic Coursebook
(8.2 MB)
Available after Purchase