Program Details
2026-09-01 14:30:00
Over 1,000+ webinars
Course Overview
2026-09-01 14:30:00
2h CLE Credits
Intermediate
2
2:30 pm - 3:30 pm ESTThe first program established that the beneficiary form—not the will or trust—controls who receives retirement accounts, life insurance, and TOD assets. This session takes the next step: once the designation controls, what does the named beneficiary actually receive, when, and at what tax cost? Barry Salkin walks practitioners through the post-SECURE Act and SECURE 2.0 distribution regime for inherited retirement accounts, including the final RMD regulations, the 10-year rule, eligible designated beneficiary categories, spousal elections, and the demanding requirements for naming trusts—conduit or accumulation—as retirement account beneficiaries. Attendees will learn how the choice of beneficiary drives the payout timeline and income tax result, and how to structure designations and trust terms so the client’s plan works after death, not just on paper.
Mark D. DeBofskyBarry Salkin 3:40 pm - 4:40 pm ESTThis session examines recent litigation involving beneficiary designations, retirement and life insurance benefits, marriage and divorce, powers of attorney, slayer statutes, and interpleader actions, highlighting key court rulings, practical lessons, and strategies for avoiding beneficiary designation disputes before they arise.
Mark D. DeBofskyBarry SalkinMark DeBofsky is a Chicago-based attorney and one of the country’s leading practitioners in ERISA law, disability insurance, and employee benefits litigation. He is the founding partner of DeBofsky Law, Ltd. (previously known through iterations as DeBofsky & Associates and DeBofsky, Sherman & Casciari), a firm that concentrates on representing individuals whose disability, health, and life insurance claims have been denied.
Barry Salkin is Of Counsel at The Wagner Law Group, resident in the firm’s New York office, where he concentrates his practice in ERISA and employee benefits law. Before joining the firm, he served as counsel and senior attorney at leading Manhattan law firms. His clients have included multi-national corporations, closely held companies, financial institutions, governmental agencies, investment groups, hospitals, physicians’ organizations, tax-exempt organizations, and high-net-worth individuals
Mark DeBofsky is a Chicago-based attorney and one of the country’s leading practitioners in ERISA law, disability insurance, and employee benefits litigation. He is the founding partner of DeBofsky Law, Ltd. (previously known through iterations as DeBofsky & Associates and DeBofsky, Sherman & Casciari), a firm that concentrates on representing individuals whose disability, health, and life insurance claims have been denied.
Barry Salkin is Of Counsel at The Wagner Law Group, resident in the firm’s New York office, where he concentrates his practice in ERISA and employee benefits law. Before joining the firm, he served as counsel and senior attorney at leading Manhattan law firms. His clients have included multi-national corporations, closely held companies, financial institutions, governmental agencies, investment groups, hospitals, physicians’ organizations, tax-exempt organizations, and high-net-worth individuals
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
