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

Mark Merric

January 22, 2021 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric's Asset Protection Trilogy

More Info
Avatar

Steve Siegel

January 22, 2021 1:00PM ET - 2:30PM ET ET

Portability: An Estate Planning Game-Changer

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

January 26, 2021 3:00PM ET - 4:30PM ET ET

PPP and EIDL Loan Rules Update and Review

More Info
Avatar

Bob Keebler

January 27, 2021 1:00 PM - 2:30 PM ET ET

How To Accurately Prepare the 2020 709 Gift Tax Return – Updated Class - Re-Broadcast

More Info
Avatar

Bobby Samuelson

January 28, 2021 3:00PM ET - 4:30PM ET ET

Making Sense of the Section 7702 Changes

More Info
Avatar Avatar Avatar

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 28, 2021 11:00P AM ET - 12:30 PM ET ET

Georgia Senate Election Results – Deep Dive PART 1 of 2 - Income Tax Planning - Rebroadcast

More Info
Avatar Avatar

Bob Keebler and Jere Doyle

January 28, 2021 1:00 PM ET - 2:30PM ET ET

REVIEW OF THE PROPOSED 2020 REGULATIONS REGARDING TRUST AND ESTATE DEDUCTIONS - A Special Re-Broadcast prior to the new regulations applying to 2020 returns. Master the new law prior to tax season

More Info
Avatar Avatar Avatar

Martin Shenkman and Bob Keebler Jonathan Blattmachr

January 29, 2021 11:00P AM ET - 12:30 PM ET ET

Georgia Senate Election Results – Deep Dive PART 2 of 2 - Estate Planning to do NOW! - Rebroadcast

More Info
Avatar

Eric Green

February 4, 2021 3:00 PM ET - 4:30PM ET ET

Criminal Tax for Accountants

More Info
Avatar Avatar Avatar

Martin Shenkman Steve Gorin Joy Matak

February 5, 2021 3:00PM ET - 4:30PM ET ET

2020 Gift Tax Returns: Practical Tips How to Report Common 2020 Transactions

More Info
Avatar

Tom Miller

February 5, 2021 1:00PM ET - 2:30PM ET ET

Why Most Executive Bonus Programs Fail—and How to Fix the Problem

More Info
Avatar

Eric Green

February 19, 2021 3:00PM ET - 4:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar Avatar

Bruce Steiner Denise Appleby

February 19, 2021 1:00PM ET - 2:30PM ET ET

Practical Applications of the SECURE Act and The CARES Act: How to Identify and Implement Strategies for 2021 and After

More Info
Avatar

Eric Green

February 26, 2021 1:00PM ET - 2:30PM ET ET

Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy

More Info
Avatar

Mark Merric

February 26, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 1: Capital Accounts Compared to Stock

More Info
Avatar

Eric Green

March 5, 2021 3:00PM ET - 4:30PM ET ET

Tax Liens & Tax Levies

More Info
Avatar

Mark Merric

March 26, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 2: Capital Accounts Compared to Stock

More Info
Avatar

Mark Merric

April 23, 2021 3:00PM ET - 4:30PM ET ET

Why Don’t I Understand Tax Provisions in An LLC Operating Agreement? Formation Concepts Part 3: Deducting Losses and Four Tax Hurdles

More Info