top of page

Estate Planning Under the Secure Act and Other Tax and Estate Law Changes of the Last Decade

Tue, Mar 02

|

Webinar via Zoom

Don't miss our March 2nd webinar presented by Neil R. Lubarsky, Esq., an estate planning, elder law, tax and asset protection attorney. This presentation has been accepted by CFP Board for 1 CFP CEU.

Registration is Closed
See other events
Estate Planning Under the Secure Act and Other Tax and Estate Law Changes of the Last Decade
Estate Planning Under the Secure Act and Other Tax and Estate Law Changes of the Last Decade

Time & Location

Mar 02, 2021, 12:00 PM – 1:00 PM

Webinar via Zoom

About The Event

Our presenter, Neil R. Lubarsky, Esq., an estate planning, elder law, tax and asset protection attorney with offices in Purchase, NY, will explain how the Secure Act in many cases negatively affects, and for most individuals significantly shortens, the period of time over which IRA beneficiaries are required to draw down distributions and pay income tax thereon, as well as which beneficiaries are still eligible to take IRA distributions over their life expectancies and which existing IRA beneficiary trusts will no longer function as planned. Also discussed will be how to minimize the risk of clients having to pay New York State estate taxes, sometimes at marginal estate tax rates in excess of 100%, by properly utilizing each spouse's New York State estate tax exemption, and by using various gifting options designed to avoid the tax. Attendees will also learn how to minimize the risk of clients having to pay…

Tickets

  • FPA Chapter Members

    $0.00

    Sale ended
  • Non-Members

    $20.00

    Sale ended

Share This Event

ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

SUBSCRIBE FOR EMAILS
bottom of page