Special Bundle of 2 Webinars:

Steve Leimberg & Linus Sudzius: Beneficiary Designations and Divorce : Parts 1 and 2


Avatar
Avatar

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 1: Who Gets the Life Insurance Money After a Divorce? CLICK HERE FOR PART 2 Wednesday 3PM ET 9/26




Recording and Slides are Available Here.



Our clients don’t necessary tell us when they are going through a divorce!  Yet ignorance about the potential costs, inattention to the risks or the details, or arrogance about outcomes with respect to life insurance beneficiary designations during and after divorce can easily result in millions of dollars of death proceeds being paid to the wrong person – and perhaps an unwinnable, highly expensive and embarrassing lawsuit! 

In their extensive two part LISI webinar, Steve Leimberg and Linas Sudzius will cover the following topics: 

PART 1: Thursday, September 20th @ 12pm ET: Who Gets the Life Insurance Money After a Divorce?

·      Beneficiary Designations Trump Wills and Divorce Documents

(Except When They Don’t!)

o   State Statutes

o   Case Law

§  Divorce Decree Language

§  Other Spousal Claims

o   Federal vs. State Law

·      Non-spouse Claims

·      Special Considerations



Link for 2 Part Bundle Discount

There will be no CE for this webinar

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $249 for this bundle of 2 webinars.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $249 $229 for this bundle of 2 webinars.

Forgot Password?

To become a LISI member Click Here



Avatar
Avatar

Beneficiary Designations and Divorce – An Opportunity to Serve During Difficult Times: Part 2: What Are the Beneficiary Best Practices Before, During and After Divorce?




Recording and Slides are Available Here.



Our clients don’t necessary tell us when they are going through a divorce!  Yet ignorance about the potential costs, inattention to the risks or the details, or arrogance about outcomes with respect to life insurance beneficiary designations during and after divorce can easily result in millions of dollars of death proceeds being paid to the wrong person – and perhaps an unwinnable, highly expensive and embarrassing lawsuit! 

In their extensive two part LISI webinar, Steve Leimberg and Linas Sudzius will cover the following topics: 

PART 2: Wednesday, September 26th @ 3pm:  What Are the Beneficiary Best Practices Before, During and After Divorce?

·      Community Property Issues

·      Prenuptial Agreements

·      Changes During the Divorce Process

·      Working with the Client’s Divorce Attorney

o   Explaining How Life Insurance Works

o   Providing Input with Respect to Document Language

o   Control

o   Anticipating Future Problems

o   Using Trusts

·      Working with Family Members After the Insured Dies

·      Using your knowledge as a marketing tool

 


Link for 2 Part Bundle Discount

There will be no CE for this webinar



Leimberg Webinar Services





Avatar Avatar Avatar

Jerry Hesch Martin Shenkman Alan Gassman

August 18, 2020 3:00PM ET - 4:30PM ET ET

Free LISI Webinar: The Biden 2-Step PLUS Martin Shenkman's Review of Topics and Planning Opportunities from the 46th Notre Dame Tax and Estate Planning Institute

More Info
Avatar

Bob Keebler

August 19, 2020 3:00 PM ET - 4:30 PM ET

Year-End Planning in 2020: Including Planning for a Potential Biden Administration - A Special Re-Broadcast

More Info
Avatar

Larry Katzenstein

August 20, 2020 3:00PM ET - 4:30PM ET ET

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

More Info
Avatar

Bob Keebler

August 20, 2020 1 PM 2:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar

Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

More Info
Avatar

Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

More Info
Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman and Bob Keebler

August 28, 2020 3:00PM ET - 4:30PM ET ET

Dynasty Trusts, SLATs and SLANTs, Basis and other Estate Planning Before End of 2020

More Info
Avatar

Mark Merric

September 11, 2020 3:00PM ET - 4:30PM ET ET

Part 1: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar

Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

More Info
Avatar

Mark Merric

October 9, 2020 3:00PM ET - 4:30PM ET ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info