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Uses of Life Insurance in Charitable and Estate Planning (Chapter Hosted Webinar)

June 19 @ 9:00 am - 10:00 am

Program Overview

This webinar will focus on the many uses of life insurance in charitable and estate planning.  Emphasis will be placed on gifting life insurance to charitable organizations and the use of life insurance in charitable trusts.  Additionally, we will examine the use of life insurance in estate planning, including business successions plans such as buy-sell agreements.  We will also cover the planning considerations of using life insurance and annuities in an estate plan.

 

Attendees will learn:

  • How to use charitable remainder trusts to provide a noncharitable beneficiary an interest during their lifetime.
  • Gifting life insurance using an absolute assignment of the beneficiary or irrevocable transfers of ownership.
  • Methods of funding life insurance in buy-sell agreements.

 

Featured Speaker:

Jim Aussem, JD, AEP is a shareholder of Cavitch Familo & Durkin, Co., LPA, a member of its board of directors, and chair of the Business Practice Group. His practice is focused on mergers and acquisitions as well as succession planning, and estates and trusts. Jim is currently the president of the national Society of Financial Service Professionals and has served on the Board of the Foundation for FSP. He is past president of the Cleveland FSP Chapter, and received the Chapter’s Financial Service Professional of the Year award in 2014. Jim has been chosen as One of America’s Best Lawyers every year since 2009 and for the past 5 years he has been chosen in two categories, Trust and Estates and Corporate Law.

 

CE Credits:

1 CFP® credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit.  Click here for CLE approvals.

(CLE credit is not eligible for: AK, CT, DC, IN, HI, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD)

 

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:
June 19
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
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