Philadelphia Estate Planning Council

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  • November 2019 Luncheon Program

November 2019 Luncheon Program

  • Tuesday, November 19, 2019
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

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"Unwinding an Unworkable Transaction with a Workable Policy – Dealing with ILITs, Split Dollar Agreements and Closely-Held Business or Business Owner Owning a Policy"

This presentation will provide insights into current and likely future planning opportunities with life insurance. We will discuss why insurance is an important asset in a client's overall portfolio/business/balance sheet. We will review how to properly analyze and implement (or refine) certain wealth transfer strategies that utilize (or already own) insurance. If the prior structure/transaction or trust is no longer working, what are the planning hurdles and steps that must be considered and implemented? We will conclude with a discussion about how the future in insurance solutions is not bleak, but rather exciting and challenging.

Todd Steinberg is a Trusts & Estates Practice Leader at Loeb & Loeb LLP in their Washington, D.C. office. He focuses his practice on helping high net worth individuals and families navigate complex and sophisticated estate and income tax planning matters. He assists clients with multi-generational wealth preservation and accumulation, as well as probate and trust administration, and charitable planned giving. Todd has substantial experience in complex, post-death estate and trust administration, as well as fiduciary litigation matters. He has represented clients in IRS estate and gift tax examinations, IRS appeals and related state and federal tax controversy matters.

Todd also implements business succession and transition planning for privately held companies, business owners and entrepreneurs, helping them reach financial goals for their companies and build and preserve their personal net worth. He has a particular depth of experience in planning with life insurance products and regularly provides counsel to allied professionals in the insurance industry.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by

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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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