13 May 2019

Living Benefits and Tax Issues of Life Insurance

I and two other colleagues will be giving a presentation on Wednesday, May 22 from 12:30-2:10 pm at the Suffolk Academy of Law.  I’ll be discussing the little known living benefits attributed to life Insurance as an asset class in addition to merely paying a death benefit.

Joining me will be two experts in their field as Steve Shorrock, will discuss the various aspects of a life settlement, and Gary Schreiner Esq. will discuss the topics from a legal perspective.

Use the form below to register if you are interested. Please contact me if you have any questions.


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