08 Mar 2019

I am honored to have been asked to speak on a topic I am passionate about for ProLawCLE. My presentation, “Considerations Regarding Trust Owner & Individual Life Insurance,” will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients’ trusts as well as their individually owned life insurance policies.
The webinar will take place on Thursday, March 14th, from 10:00 AM to 12:15 EST. If you are unable to catch the live webcast, the program will be available on-demand. The course cost is $120.00 and participants can earn 2 General CLE credits.
View further program information and register at the link below.

Considerations Regarding