Herbert Chasman
AXA Advisors, LLCHerb Chasman is a Financial Consultant with the Shuster Financial Group LLC,
offering securities through AXA Advisors, LLC. He is registered to offer
securities and investments and licensed to sell life insurance and annuities in
the state of California. From 1998 through 2010 he served the AXA Advisors
Western Region and LA Marketing Center as Director of Advanced Markets. In
addition, he is a Practicing Attorney in California, specializing in estate
planning.
Prior to joining AXA Advisors he was in private law practice in Philadelphia
for several years. Before that he served The American College, Bryn Mawr,
Pennsylvania, as Dean of the Graduate School of Financial Sciences and Professor
of Taxation and Estate Planning.
Mr. Chasman holds the degrees of Juris Doctor (JD) from New York University
School of Law and Bachelor of Arts (BA) from City College of New York. He is a
member of the state bars of California and Pennsylvania. He also holds the
professional designations of Chartered Life Underwriter® (CLU®) and Chartered
Financial Consultant® (ChFC®).
Mr. Chasman continues to be an author and frequent lecturer. He is the author
of several books including Who Gets the Business? A Guide to Passing on a
Closely Held Business Interest (Longman); Split Dollar (R&R Newkirk); and
Deferred Compensation: A Guide to Design, Funding and Administration (Dow Jones-lrwin).
He is co-author of Money and Retirement (Addison Wesley) and Business Insurance
(Prentice Hall). His articles have appeared in a variety of publications
including the Society of Financial Service Professionals (SFSP) Journal;
Bests Review; Trusts & Estates; Estate Planners Quarterly; Life and Health
Insurance Handbook; and the Pennsylvania Bar Journal.
Mr. Chasman has spoken at the leading estate planning symposia in the United
States including Miami University's Heckerling Estate Planning Institute; the
Southern Tax Conference; the Notre Dame Estate Planning Institute; and the Duke
University Estate Planning Conference. He has also addressed the Pennsylvania
Bar Institute; the Society of Financial Service Professionals (SFSP) National
Teleconference and Annual Forum; The International Association of Financial
Planners; The Association for Advanced Life Underwriting; the Million Dollar
Roundtable; The American College of Probate Counsel; and numerous meetings
sponsored by banks, insurance companies, estate planning councils, and SFSP
chapters.
He is past president of the National Association of Estate Planners &
Councils and the Philadelphia SFSP chapter. He has served on the Advisory Board
of CCH's Financial and Estate Planning Service, on the Board of Directors of
Metropolitan Hospital in Philadelphia, as editor of Prentice Hall's Insurance
and Tax newsletter, and on the Board of Directors of both the Philadelphia
Estate Planning Council and the Orange County Estate Planning Council. He
currently serves on the Board of Directors of the Los Angeles Chapter of The
American Technion Society.
|