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Mohineet Khosla, Esq.

Attorney, Content Specialist

Picture: Mohineet Khosla

Mohineet Khosla

Mohineet Khosla received her J.D. from New York University School of Law in 2001. Following law school, Mohineet practiced for over a decade at Milbank LLP in NYC.

Her practice included providing sophisticated estate planning advice to high net worth families, both domestic and international. Mohineet has also represented clients in audits before the Internal Revenue Service and fiduciaries on complex estate and trust administration matters.

Events

Life Insurance Planning Opportunities in Early 2020

How do the new fiduciary rules impact your life insurance recommendations? What is the role of life insurance in retirement planning after the SECURE Act? Which life insurance strategies make sense in the current low interest rate environment? What is the impact of the new regulation on reportable policy sales and transfer for value? The answers to these questins and more in our webinar, hosted by Martin Shenkman.

Estate Planning for Jewish Clients

Planning a Jewish client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s Jewish values and convictions, and religious beliefs. This webinar will provide a practical survey of the many areas of estate and related planning that practitioners, including attorneys, CPAs, wealth advisors, and others, can address for Jewish clients' religious concerns.

Heckerling 2020 Roundup by Jonathan Blattmachr, Diana Zeydel, and Martin Shenkman

Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G. Blattmachr, Esq., Diana Zeydel, Esq., and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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