Gain an understanding of the rules and regulations around retirement plans with emphasis on planning techniques for multiple generations.
More people are facing retirement today without any fixed pension other than social security, resulting in the increasing importance of 401k, IRAs and other retirement accounts. Unlike simple pension income, large retirement plans are governed by complex rules for required minimum distributions, rollovers, roth conversions, and a myriad of other legal and tax considerations that clients must navigate. This topic will provide an explanation of the rules governing retirement plans with special emphasis on planning techniques to maximize the value of these important assets for multiple generations.
Agenda
Faculty
Rebecca Cerny, Esq.
Di Monte & Lizak LLC
- Associate attorney at Pierro, Connor & Strauss, LLC
- Practice areas include simple and complex estate planning, asset protection, tax planning, estate planning for retirement assets, charitable giving, and business succession planning
- Published an article in the NYSBA Health Law Journal on the topic of telehealth and telemedicine
- Member of the New York State Bar Association and an active member of the Trust and Estates Law Section
- J.D. degree, magna cum laude, Albany Law school; B.A. degree in business administration, The College of Saint Rose
Louis W. Pierro, Esq.
Pierro, Connor & Strauss, LLC
- Founder and principal of Pierro, Connor & Strauss, LLC, and concentrates his law practice in the areas of estate planning, estate and trust administration, business succession planning, elder law and special needs planning
- Has been selected to the Best Lawyers in America, The Best Lawyers in New York, Super Lawyers of the Hudson Valley, Top 25 Lawyers in Upstate New York, NY Times Top Attorneys in NY, and has achieved the highest rating in the Martindale-Hubbell Law Directory; selected by his peers as “2018 Lawyer of the Year” for elder law in New York’s Capital Region
- Has served as chair of the Estate Planning Committee, and Committee on Taxation of the Trusts & Estates Section, and the Elder Law Section, of the NYS Bar Association, and he is currently a member of the Elder Law Section Executive Committee
- Founder and director of ElderCounsel, a national organization of elder law and special needs law firms, which provides proprietary document drafting software and education to over 950-member firms in all 50 states; Founder of EverHome Care Advisors, a business that integrates home care coordination, legal planning and connected health technology for families and caregivers
- President and CEO of Advocates Planning Group LLC, an attorney membership organization dedicated to providing a range of support services to attorneys who prepare and maintain sophisticated trust plans for clients, with a focus on Delaware law
- Currently a member of the National Academy of Elder Law Attorneys; the American Bar Association, Probate and Trust Section; the NYS Bar Association Trusts and Estates and Elder Law Sections; and the Albany County Bar Association
- Can be contacted at 212-661-2480 or [email protected]
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