On Friday, March 10th from 2:30-3:30pm (PST), Michelle Ferreira will speak on a panel titled "Beyond Term Insurance". The panel will discuss planning with life insurance and how to position a client in case of a post gift or death attack. Also learn what a planner should do and not do. Split dollar life insurance, Estate of Levine and other relevant law will be discussed.
March 09, 2023 - March 10, 2023
Event
2023 Estate and Gift Tax Conference
Specjaliści
Biura
Miejsce
UC Hastings College of Law
200 McAllister Street
San Francisco 94102
United States
200 McAllister Street
San Francisco 94102
United States
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