04 May 2021

Essential Estate Planning Strategies And Updates For Senior Attorneys

I’m honored to be presenting to the N.Y.S Bar Association a summary of a book I co-authored for the American Bar Association regarding items an advisor, owner, or trustee of a Life Insurance policy should know and do to maintain and maximize their or a client’s Life Insurance portfolio¬†on Thursday, May 13th at 12 – 2:00 pm (2CLE)


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