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Top Insurance Planning Mistakes and How to Fix Them, Part 2



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Life insurance is a powerful and commonly used tool in both estate planning and employee benefits planning, and its flexibility can help clients achieve a number of important objectives. Obtaining the expected results often requires complying with specific, sometimes complex and confusing requirements. During his webinar, Larry will discuss how to avoid common mistakes and how to fix them when they occur. Topics covered will include:

 

·Personal or estate planning transactions

·Business and employee benefit transactions

·Business and employee benefit transactions with estate planning implications



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Lawrence Brody is a Partner of Bryan Cave LLP, an international law firm, resident in the St. Louis office. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He has been an Adjunct Professor at Washington University School of Law since 1968, teaching Estate Planning and Drafting, a visiting Adjunct Professor at the University of Miami Law School, teaching a course on Life Insurance, and is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series. Mr. Brody is a member of The American College of Trust and Estate Counsel (ACTEC), is a frequent participant at ALI-ABA (now ALI-CLE) estate planning programs and Society of Financial Professionals programs and teleconferences, and has spoken at all major life insurance industry programs (including the MDRT, LIMRA, the Top of the Table, AALU and the International Forum), many local estate planning council meetings, a number of state bar association conferences, and many national estate planning programs, including the Heckerling Institute, the Notre Dame Estate Planning Conference, the ALI-CLE STEP program, the Southern Federal Tax Institute, the NYU Tax Institute, the NAEPC Annual Meeting, and regional ACTEC meetings as well as at several ACTEC Annual Meetings. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and a member of the Editorial Board of the Society of Financial Service Professionals CLU Journal. Mr. Brody received the designation of Accredited Estate Planner by the National Association of Estate Planners and Councils, and was one of ten individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004. Mr. Brody was named a Distinguished Law Alumni by Washington University School of Law in 2012.


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