Print Page   |   Contact Us   |   Sign In   |   Join
Community Search
NAEPC Webinar - "A Potpourri of Planning Ideas with Life Insurance"
Tell a Friend About This EventTell a Friend
 

6/14/2017
When: 06/14/2017
3:00 - 4:00 PM
Where: Webinar
United States
Presenter: Lee Slavutin, MD, CLU®, AEP® (Distinguished)
Contact: NAEPC

« Go to Upcoming Event List  

A Potpourri of Planning Ideas with Life Insurance

Lee Slavutin, MD, CLU®, AEP® (Distinguished)


About the Program

This intermediate session will discuss basic insurance planning ideas, for example beneficiary designations, the importance of choosing a strong company, and common tax traps to avoid; as well as more sophisticated concepts such as intergenerational split dollar.  

 

About the Speaker

Lee J. Slavutin, MD, CLU, AEP® (Distinguished) is a principal in Stern Slavutin 2, Inc., an insurance and estate planning firm in New York.  He graduated from Monash University Medical School in Melbourne, Australia in 1974 and became a Fellow of the Royal College of Pathologists of Australia and a Diplomat of the American Board of Pathology in 1981.  Dr. Slavutin left the practice of medicine in 1982 and entered the life insurance business in 1983.  He is a member of the Association of Advanced Life Underwriting and the Million Dollar Round Table and is a Chartered Life Underwriter with the American College.  Dr. Slavutin has published over 170 articles on insurance and estate planning topics for CCH, Warren Gorham and Lamont, Practitioners Publishing Company (PPC), New York Law Journal and others.  He is a member of the CCH Estate and Financial Planning Advisory Board and the PPC Tax Action Panel, and was elected into the Estate Planning Hall of Fame® in 2014.  He is the Author of “PPC’s Guide to Life Insurance Strategies”, 18th edition (2016), published by Thomson Reuters. Dr. Slavutin has spoken before the American Law Institute/American Bar Association, the New York County Lawyers’ Association, the American Institute of Certified Public Accountants, the New Jersey State Society of CPAs, the Association of Advanced Life Underwriting, the Million Dollar Round Table, and the UJA-Federation Annual Tax and Estate Planning Conference, as well as many New York accounting and law firms.  He was invited to testify before the New York State Senate on the effectiveness of the insurance rating firms and worked with the U.S. General Accounting Office on a similar project.  He is married to Dee and they have two children, Aaron and Lydia.

 

Click Here for more information and to register.
To register for the 2017 series, please click here


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-fileIt is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self- file for a distance-learning program



The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education.  Programs are available live and on-demand to individuals and to be used as group gatherings where EPC members view the program together in a single location.   Why not consider adding a webinar to your schedule as a new and creative program?  

 

Membership Software Powered by YourMembership  ::  Legal