Cost
Member $35Student Member $0
Non-Member $70
Webinar date: Tuesday, May 6, 2025
CLE Credit
CT: 1.0 CLE Credits (General)Presented by the Young Lawyers Section
About the Program
Many own retirement accounts and plan on how to best use the assets for themselves, however, the tax and succession rules surrounding retirement assets are not widely understood or considered by account owners. In this presentation, Attorney James I. Dougherty will cover estate planning and tax considerations regarding retirement accounts so attendees will better be able to advise their clients.
You Will Learn
• About how to ensure retirement accounts are properly transferred to the intended beneficiary
• About required minimum distributions under the SECURE Act (and SECURE 2.0)
• About practical tips in providing guidance to clients
Speaker
Moderator
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program.Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.
Closed captioning will be available during the seminar presentation for virtual attendees.