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Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1.5 CFP credits.
This teleconference, led by Daniel Capobianco, Esq. will be held Wednesday, June 17, 2009 at 9:45 a.m.
This teleconference will discuss how Life Insurance is often a critical component in wealth transfer planning for high net worth individuals. High net worth planning invariably involves generation-skipping transfer tax issues and potential estate taxes. Large insurance death benefits means very large insurance premiums that will often exceed the insured's $1,000,000 lifetime gift exclusion. Traditional Crummey trusts are not practical to absorb such large gifts.
In this teleconference, Dan Capobianco will explain how to effectively fund large life insurance premiums, as well as leverage GST exemptions through the integration of multiple tax and estate planning strategies. By attending this teleconference you will learn:
- Several strategy combinations that pay for large insurance premiums;
- Ideas the planning team can implement together; and
- How to discuss these strategies with your clients in a way that encourages them to move forward
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Shelley Scally, will call to confirm your attendance, or feel free to call me at (760) 930-1987. Seating is limited, so please enroll early. I look forward to seeing you on June 17th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
