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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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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Free to Members
Presenter:  Louis W. Pierro, Esq. Description:  Join Lou Pierro as he explores planning strategies for clients facing the crossroads of business ownership and the need for long-term care.  To get the most out of this webinar, read the... Details
When: November 18, 2020
Where: Webinar
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ABLE Account Final Regulations: A Practitioner's Guide
On October 1, the Internal Revenue Service (IRS) posted final regulations for ABLE Accounts. The regulations cover a wide range of subjects such as disability certification, qualified disability expense, to who has signatory authority over ABLE Accounts. Come hear from two top experts to get an overview of these changes and how best to advise your clients moving forward. Presented by ... Details
When: October 30, 2020
Where: WEBINAR
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ONLINE REGISTRATION IS CLOSED. Contact the organizers for information. Full agenda and information click here

When: October 26–27, 2020
Where: WEBINAR
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NJ NAELA Chapter is launching it's most comprehensive educational programming ever for 2020-2021. Don't miss these high level interactive discussions on unique topics in elder law. Our first topic is RECENT AND EXPANDING DENIALS OF ASSISTED LIVING MEDICAID BECAUSE OF EXCESS INCOME. Out of nowhere counties are denying Assisted Living Medicaid eligibility even when monthly income is below the monthly costs of room and board and other medical expenses. Supervisors don’t care if you... Details
When: September 29, 2020
Where: WEBINAR