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NAEPC Webinar - “Life Insurance Policy Valuation: At Best an Art, Not a Science”
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NAEPC Webinar - “Life Insurance Policy Valuation: At Best an Art, Not a Science”

The next offering in NAEPC's Robert G. Alexander webinar series.

1/21/2015
When: 01/21/2015
3:00 - 4:00 PM
Where: Webinar
Presenter: Lawrence Brody, JD, LL.M., AEP® (Distinguished)
Contact: NAEPC

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Life Insurance Policy Valuation: At Best an Art, Not a Science

Expertise offered by Lawrence Brody, JD, LL.M., AEP® (Distinguished)

About the program:
This one-hour program will address defining the “fair market value” of a life insurance policy.  In addition, the program will offer an in-depth look into income and gift tax transactions involving policy valuation for tax purposes.


About the speaker:

Larry Brody practices in the private client area of Bryan Cave LLP. He is an adjunct professor at Washington University School of Law and a visiting adjunct professor at the University of Miami School of Law. He focuses his practice on estate planning for high net worth individuals and the use of life insurance in estate and non-qualified deferred compensation planning. He has authored two BNA Tax Management Portfolios, two books for the National Underwriter Company and is a frequent lecturer at national conferences on estate and insurance planning.

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Registration Fees
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering

To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.

Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.

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