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Concepts & Misconceptions About Life Insurance & Estate Planning Issues That Attorneys Need To Be Aware Of

SKU: INS5700N
General Credits
1
Self-Report
Price$50
CDs/DVDs Only
This course is only available in CD/DVD format.
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Description

What you don’t know can’t hurt you, correct? Not unless you are dealing with various Life Insurance and other financial matters. Join our expert speakers to discover some of the lesser-known topics that will assist you in conversations with clients, as well as in your own personal matters.

Many professionals are so busy dealing with client matters that they don’t pay enough attention to make certain that their own family issues are handled with the same degree of research and attention as they would expend for a client matter. What you will learn at this seminar will be information that you can use to advise your clients, as well as use to plan for your future, and your family’s as well!

Lecturer Bios

Henry Montag, CFP, CLTC

Henry Montag is an Independent Certified Financial Planner in practice since 1976 with offices in Long Island and New York. He is a principle of The TOLI Center East, which provides independent fee-based performance evaluation for private trustees, their advisers and institutional trustees regarding the protection of private or trust-owned life Insurance.

He has had articles published in various publications including those of the New York State Bar Association, NYSSCPA’s Tax Stringer, Tax Facts, National Conference of CPA Practitioners, and Suffolk County Women’s Bar Association. He has lectured extensively on the proper utilization of financial products to protect and preserve assets to the New York State Bar Association, the New York State Society of CPAs, The American Institute of CPAs and the National Conference of CPA Practitioners.

He has been a source for The Wall Street Journal, Investor’s Business daily, Investment News, Newsday, Long Island Business News and featured in Financial Planning Magazine.

He has also appeared on Fox News, News 12, Wall Street Week TV, and FIOS Money & Main Street. He has co-authored a book for the American Bar Association, (ABA), titled: “The Advisors’ & Trustees’ Guide to Managing Risk and Avoiding a Client Crisis” (Release Sept 2016).

Andrea B. Schanker, Esq

Andrea B. Schanker, Esq. is a Partner at Schanker and Hochberg P.C. She regularly delivers estate planning presentations to professionals in the legal, accounting, and financial industry as well as to their clients in matters relating to estate planning, estate administration, business succession planning, and elder law. She is a member of the Suffolk County Bar Association, and the New York State Bar Association where she is an active member within the Trusts and Estates Section and the Elder Law and Special Needs Section.

She is a past president of the Huntington Lawyers Club, and was recently a featured speaker at the N.Y. County Lawyers Association. Andrea received a Bachelor of Arts degree in Clinical Psychology from the University of Rochester and a JD from New York Law School.

She is admitted in New York and New Jersey.

The National Academy of Continuing Legal Education is a Florida Bar Accredited CLE Sponsor (Sponsor # 0185716). To view our full accreditation details, please click here.


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