Presented by Cohen Seglias associate Whitney Patience O'Reilly on October 22, 2020.
An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned wealth preservation attorney, draws on her experience of planning and administrating estates to highlight key considerations for designating beneficiaries, including the questions to ask during the planning process. She also discusses potential issues that may arise, such as beneficiaries being named incorrectly, and provide guidance on the ways to avoid potential pitfalls.
