02 Dec 2019

Dear Program Registrant: 

On behalf of the New York State Bar Association, thank you for registering for the upcoming webinar The Little Known Living Benefits of a Life Insurance Policy sponsored by the Senior Lawyers Section of the New York State Bar Association.

The webinar material presented Tuesday, December 10, 2019, from 12:00n– 12:30 p.m.  is below

HANDOUT ARTICLES FOR MONTAG webinar

 http://www.nysba.org/SLSWebinarsECM/  

INTRO & SPEAKER BIO 

https://www.thetolicentereast.com/2019/12/02/nysba-webinar-the-little-known-living-benefits-of-a-life-insurance-policy/    

 REPLAY OF WEBINAR 

 https://nysba.ce21.com/ViewerUnAutheticatedLink?x=tCR2ualmcGVHZeKahuZf3g==&CE21=true

NYSBA

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