Planning with Retirement Assets and Other Beneficiary Accounts
Course book included with all formats
Planning with retirement and survivor benefits has undergone some significant changes in the past year. Do you have all the latest knowledge to minimize tax and ensure a smooth transition? Learn how to manage the effect of retirement assets on long term care planning, plan the timing of Social Security benefit claiming and maximize creditor protection of beneficiary accounts. Order today!
10:00 am to 5:00 pm Eastern Standard Time
JANE M. FEARN-ZIMMER is a shareholder with Flaster Greenberg, P.C., in Cherry Hill, New Jersey. She dedicates her practice to serving clients in the areas of elder and disability law, special needs trusts, asset protection, tax and estate planning, and estate administration. Ms. Fearn-Zimmer is the editor of The Elder Law Report, Including Special Needs Planning. In New Jersey, she is also recognized as a leader in the area of using Medicaid compliant annuities. She filed three separate federal district court lawsuits against the State of New Jersey on behalf of clients who used Medicaid compliant annuities in order to allow clients obtain Medicaid eligibility to assist in covering their long-term care costs. Each of the three cases involved the purchase of an immediate annuity pursuant to applicable Medicaid law in order to achieve Medicaid eligibility. In each case, the state of New Jersey denied Medicaid benefits. Ms. Fearn-Zimmer has presented on tax, special needs planning, Medicaid planning, guardianships, and estate planning topics. Representative publications include Planning with Medicaid Annuities, Estate and Financial Planning Council of Southern New Jersey, November/December 2014; Gay Marriage in Transition: Recent Developments in the Legal Rights of Same-Sex Couples, 183 N.J.L.J. 95 (January 9, 2006); and Special Needs Trusts Update, Estate and Financial Planning Council of Southern New Jersey, September/October 2010. She was a former federal judicial clerk to the Honorable John S. Unpingco, Chief Judge of the District Court of Guam, where she served on the Civil and Criminal Justice Reform Act committees for the District of Guam. Ms. Fearn-Zimmer has been admitted to the New Jersey Bar since 1996, and previously practiced civil litigation in New Jersey. She is a member of the New Jersey State Bar Association, the New Jersey Chapter of the National Academy of Elder Law Attorneys, the Burlington County Bar Association, the Gloucester County Bar Association, and is a former chair of the New Jersey State Bar Association Elder and Disability Law Section. Ms. Fearn-Zimmer earned her B.A. degree from Chestnut College; LL.M. degree in taxation, with distinction, from Temple University; and earned her J.D. degree from Rutgers School of Law.
LOUIS A. SILVERMAN is an attorney at Silverman Law Offices where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
JAMES W. SPENCER is an attorney with Brothers & Henderson, P.S., in Seattle. His practice focuses on business formation and general representation, trust and estate administration and litigation, and estate planning for traditional and nontraditional families and small business owners. Mr. Spencer also teaches as adjunct faculty at Seattle University School of Law in the areas of community property, business planning, and law practice management; and taught property courses in the Paralegal Studies program at Edmonds Community College. He is admitted to practice in the state of Washington and the United States Federal District Court. He earned his B.A. degree from The Evergreen State College and his J.D. degree, cum laude, from Seattle University School of Law. He is a member of the Washington State Bar Association and the Greater Seattle Business Association.