Articles

Books

  • Recognizing the Opportunity: Wealth Management, Estate Planning & Life Insurance;
    (with Hannah Shaw Grove, Brett Van Bortel and Russ Alan Prince) Charter Financial Publishing Network
  • Advanced Planning with the Ultra-Affluent: A Framework for Professional Advisors;
    (with Russ Alan Prince) Institutional Investor

Speaking Engagements

  • “New Life Insurance Strategies”, Connecticut Estate and Tax Planning Council, Inc., Hartford, CT, March 2011
  • “New Ideas in Estate Planning”, HighCap Financial Annual Meeting,
    Chicago, IL
  • “Loan Split-Dollar as an Alternative to Sales to IDGTs and GRATs”,
    Estate Planning Council of Bergen County
  • “Case Studies in Ethics: Insights of an Expert Witness,” Northern NJ SFSP
  • “Estate Planning Using Split-Dollar Insurance – A Primer,” with Martin Shenkman,
    BNY Mellon Wealth Management
  • “Liability Issues for the Life Insurance Producer”, New Jersey Square Table
  • “Split-Dollar as a Better Mousetrap in Estate Planning” HighCap Financial, Chicago, IL
  • “A Loan to a Grantor Trust – An Alternative to a GRAT, SCIN or Sale to an IDGT”
    New York City Society of Financial Services
    Professionals
  • “Charitable Planning During Economic Turmoil: Uses of Life Insurance”, American Committee
    for the Weizmann Institute of Science
  • “Split-Dollar Life Insurance Arrangements: What Estate Planners Need to Know”,
    with Martin Shenkman, NJ Institute of Continuing Legal Education
  • “Latest Developments in Life Insurance” Middlesex County Bar Association Tax Committee
  • “Case Studies in Ethics” Northern NJ Society of Financial Service Professionals,
    “War Stories from the Estate Planning Front”, National Life of
    Vermont Top Producers Seminar, Boston, MA
  • “Section 409A and Split-Dollar”, Middlesex County Bar Association Tax Committee
  • “Premium Finance: A View from an Expert Panel”, Highland Capital Brokerage
    Annual Sales Symposium, Phoenix, AZ
  • “Innovative Life Insurance Funding for Estate Planning”,
    Third Annual Financial Advisor Symposium, Las Vegas, NV
  • “Advanced Tax Issues in Divorce: Split-Dollar Techniques and Life Insurance”, Panelist, NJSCPA Divorce Conference
  • “The Insurance Industry Regroups: Life After Split Dollar,” The Wealth Management Summit,
    Georgetown University Law Center,Washington, D.C.
  • “Life Insurance in Advanced Estate Planning (when it makes sense) Guidelines for Attorneys,
    for Trusts & Estates”, New York, NY