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Dear Registrant - The Academy is happy to be able to offer you a variety of programs that have been recorded and are now available Ondemand (video) or Podcast (audio only). Browse the topics below and click on the link for the description and purchase.  DVDs and CDs are also available.  Don't see what you are looking for?  Email This email address is being protected from spambots. You need JavaScript enabled to view it. for help.

 

HELP

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

$75.00 each

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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