EPC of CNY Annual Meeting - Estate Planning Under Secure 2.0
CNY Estate Planning Annual Meeting: Estate Planning Under SECURE 2.0
May 11th at 11:45, in-person only at Sky Armory
Speaker: Bruce Steiner, Kleinberg, Kaplan, Wolff & Cohen, PC
Bruce Steiner is an attorney with Kleinberg, Kaplan, Wolff & Cohen, P.C., and is admitted in New York, New Jersey and Florida. He is a commentator for Leimberg Information Services, Inc., a member of the editorial advisory board of Trusts & Estates, and a technical advisor for Ed Slott’s IRA Advisor. He has written numerous articles for Estate Planning, BNA Tax Management’s Estates, Gifts & Trusts Journal, Trusts & Estates, the Journal of Taxation, Probate & Property, TAXES, the CPA Journal, the CLU Journal and other professional journals.
He is a co-author of CCH’s Roth IRA Answer Book, and a contributing author of Thomson Reuters’ Irrevocable Trusts. Bruce has been quoted in various publications including CNBC, Fox Business, Forbes, The New York Times, the Wall Street Journal, the Daily Tax Report, Lawyers Weekly, Bloomberg’s Wealth Manager, Financial Planning, Kiplinger’s Retirement Report, USA Today, Newsday, the New York Post, the Naples Daily News, Individual Investor, TheStreet.com, and Dow Jones (formerly CBS) Market Watch. He has served on the professional advisory boards of several major charitable organizations, has been named a New York Metro Super Lawyer by Super Lawyers each year since 2010 and recognized by Best Lawyers® (Trusts & Estates) each year since 2018.
Topic: Attorney Steiner will discuss the impact of SECURE 1.0 and 2.0 on Estate Planning.
**This program has been granted one CE credit for CFPs. FPA-CNY is partnering with EPC to provide CE to those CFPs attending in-person.**
**One hour of Continuing Legal Education credit in the area of Professional Practice provided by Mackenzie Hughes LLP, a NYS CLE Accredited Provider, is available for attorneys who attend in-person. This program is appropriate for both newly admitted and experienced attorneys. **
Please note, this program is in-person only, there will be no Zoom option for attendance.
PARKING: Parking is available at the Clinton Street Parking Garage attached to the venue.
