EPCNN & Dunham Trust Host - May NAEPC Webinar
NAEPC Webinar: The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them
This intermediate presentation will focus on a series of life insurance planning mistakes which are commonly made in an estate planning context. In addition to identifying the common mistakes, the presentation will also offer suggestions for how to fix those mistakes (where that is possible) and in any event, how to avoid those mistakes in planning for the use of life insurance in a client's estate plan.
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.
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to this policy.
