Loading Events

« All Events

  • This event has passed.

Hidden Mistakes and Great Successes of Estate Planning for High Networking Clients (Chapter Hosted Webinar)

April 10 @ 9:00 am - 10:00 am

Program Overview

This session will address various trust, charitable giving and estate planning designs that may seem common, but lack certain provisions that actually make them work.  We will share why certain designs may actually hurt your clients’ overall estate planning, even though they seemed so perfect when drawn up.

 

Attendees will learn:

  • How jointly held property can create potential gift tax and federal estate tax issues.
  • How improperly arranged life insurance can derail even the best of plans.
  • The advantages and disadvantages of making gifts outright or in trust to loved ones.
  • Why the choice of executor and trustee of an estate plan could be one of the most important decisions a client makes.
  • Choice of asset matters with charitable bequests.

 

Featured Speaker:

Michele Collins, JD is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife.  As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work. Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar. Michele is a member of the Board of Directors and the current President of the Boston Chapter of the Society of Financial Service Professionals (FSP).  She serves on the national Society of Financial Service Professionals’ Young Professional Advisory Council (YPAC).  Michele is a member of the Boston Bar Association (BBA), and is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program.  She is also an active volunteer with New England Donor Services (NEDS).

 

Jeffrey Hollander, JD is an Assistant Vice President in MassMutual’s Advanced Sales organization, where he collaborates with a team of professionals focused on providing Estate and Business Planning support to the MassMutual Advisors and Financial Planners.  In that role, Jeffrey strives to challenge the status quo to drive growth and innovation within the Advanced Sales profession.  Jeffrey is deeply connected to many key Advanced Sales Industry organizations.  He has been a member of the LIMRA Advanced Sales Committee for over 20 years.  Jeffrey is a member of AALU and has been a regular presenter of development sessions at its Annual Meeting.  He maintains a strong business connection with MassMutual’s Diverse Markets efforts including support for the LGBT market, women business owners, and the MassMutual Special Care organization.  Jeffrey has extensive client engagement experience and possesses exceptional training and presentation skills with a focus on demystifying technical advanced sales concepts to help inspire clients to take control and achieve their unique goals and objects.  Jeffrey has worked at MassMutual since July of 2016.  Prior to joining MassMutual, Jeffrey worked in a similar role at MetLife from 1991 to 2016.  Prior to joining MetLife, Jeffrey served as Associate Counsel, Director Advanced Markets for Mutual Benefit Life in Newark, NJ, and as Advanced Underwriting Attorney for Aetna Life and Casualty in Bridgeport, CT.  Jeffrey is a graduate of George Washington University in Washington, D.C., and the University Of Bridgeport School Of Law in Bridgeport, CT.

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been approved.

For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
April 10
Time:
9:00 am - 10:00 am
Event Categories:
,

Organizer

SIlicon Valley FSP Chapter

Venue

Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
+ Google Map