Next Year's Conference

Our Annual Conference next year will be in Toronto, Canada! Email info@imisdemo.com to get on the advance list and be the first to find out the details!

Upcoming Events

 
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The Virtual Program to include: Cross Border Planning for the Elder Law Attorney-NY NAELA’s Interstate Comparison Chart By Fern Finkel; A Legislative Report from Greenberg and Traurig; And a 1 hour ethics presentationo n Examining Capacity in the Time of Covid by Miles P. Zatkowsky and Yolanda Rios * This event is offered exclusively to NY NAELA Members. Join/Renew Today! *Application for New York accreditation is currently pending... Details
When: January 14, 2021
Where: WEBINAR
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When To Convert A Client's IRA After the SECURE Act
This webinar will answer the question on many estate planner attorney's mind, when to convert a client's IRA to a Roth IRA after the SECURE Act. During this presentation presenters will also discuss:
  • Stop gap measures when you don't know the answers (i.e., IRS rulings that need to be made)
  • With what we know and what we don't know, how do we draft with uncertainty. What should ... Details
    When: December 8, 2020
    Where: WEBINAR
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Register now for our quarterly CLE topic:: Property Taxes: Pitfalls, Practical Solutions, and Advising Clients on Pros & Cons of Proposition 19/strong>

Due to the impending deadline of the new Proposition 19 tax law change in February 2021, our Southern California board has found one of our favorite experts to discuss the nuances of applying the new law to your client's estate planning issues.
Our speaker will be Jennifer F. SchaareDetails
When: December 2, 2020
Where: WEBINAR