If you wish to purchase items from both the SCBA and SAL, please do each purchase as a separate order.

Our presentation room is assisted listening enabled.

Dear Customer/Member. During the Covid-19 crisis, live programming, webcasts, DVDs and CDs will not be available until normal office hours resume. Thank you for your understanding during these challenging times.

 

HELP

PRESERVING LIFE INSURANCE ASSETS EARMARKED FOR THE NEXT GENERATION: WHAT THE ATTORNEY NEEDS TO KNOW

$75.00 each

*
*

This program will look at life insurance policies through the lens of income and estate tax gifting provisions and benefits to individuals as a means of passing wealth from one generation to the next.  Focus will be on some of the problems and issues that may arise.

Faculty: David DePinto, Esq., Henry Montag, CFP, CLTC

Date of live program: March 18, 2014

MCLE Credit: 2 hours Professional Practice