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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