NAEPC Webinar: A Potpourri of Planning Ideas with Life Insurance
Presented by National Association of Estate Planners & Councils
Wednesday, June 14, 2017
3:00pm - 4:00pm ET
Speaker: Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
This intermediate session discusses basic insurance planning ideas, for example beneficiary designations, importance of choosing a strong company, and common tax traps to avoid; as well as more sophisticated concepts such as intergenerational split dollar.
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 (CPAs), 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.
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET.
Registration Options & Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price. All webinars can be viewed on the live date and time or following the program by using an automatically-generated replay link.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration
How to Register
- To register for an individual program, please click on the "register here" option associated with the program you wish to attend.
- Register for the series
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general 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. It 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. Please contact firstname.lastname@example.org prior to attending your first program if you have any questions with regard to the availabililty of credit..