Life Insurance Policy Valuation: At Best an Art, Not a Science
January 21, 2015 – 3:00 pm – 4:00 pm ET
Life Insurance Policy Valuation: At Best an Art, Not a Science
Lawrence Brody, JD, LL.M., AEP® (Distinguished) - Bryan Cave LLP
This one-hour program will address defining the “fair market value” of a life insurance policy. In addition, the program will offer an in-depth look into income and gift tax transactions involving policy valuation for tax purposes.
Larry Brody practices in the private client area of Bryan Cave LLP. He is an adjunct professor at Washington University School of Law and a visiting adjunct professor at the University of Miami School of Law. He focuses his practice on estate planning for high net worth individuals and the use of life insurance in estate and non-qualified deferred compensation planning. He has authored two BNA Tax Management Portfolios, two books for the National Underwriter Company and is a frequent lecturer at national conferences on estate and insurance planning.
Registration Fees
· $40 / Accredited Estate Planner® designee
· $60 / member of NOEPC
· $100 / non-member
· $250 / council meeting or group gathering
Continuing education credit will be available for Accredited Estate Planner® designees. In addition, a 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.
