Dean's Hour: Essential Estate Planning Trends and Updates 2022 (ZOOM ONLY)
Marty Shenkman Esq, CPA will discuss 2022 Planning: SLATs: Administration of all the SLATs you Created in 2020 and 2021.
Steve Horowitz Esq, will discuss How Private Placement Life Ins (PPLI) Can be used to offset any Proposed Tax Increase for the HNW client
Henry Montag CFP will discuss how Life Ins as an 'Asset Class' provides 3 distinct 'Living Benefits' most clients and advisors are unaware of.