Time-sensitive circumstances make estate and insurance planning in 2021 an important consideration. The three major factors that will influence planning in the coming months are the new Biden administration, a low interest rate environment, and the coronavirus (COVID-19) pandemic. Understanding the current landscape and preparing for it can permit advisors and their clients to take decisive action.
Join us on November 17th for an essential session with Lee Slavutin on life insurance planning opportunities in the current tax and economic environment.
Lee J. Slavutin, MD, CLU, AEP (Distinguished) is a principal in Stern Slavutin 2, Inc., an insurance and estate planning firm in New York. Dr. Slavutin has published over 170 articles on insurance and estate planning topics for CCH, Warren Gorham and Lamont, Practitioners Publishing Company (PPC), New York Law Journal and others. He is the Author of “PPC’s Guide to Life Insurance Strategies”, 22nd edition (2020), published by Thomson Reuters. Dr. Slavutin has spoken before the American Law Institute/American Bar Association, the New York County Lawyers’ Association, the American Institute of Certified Public Accountants (CPAs), the New Jersey State Society of CPAs, the Association of Advanced Life Underwriting, the Million Dollar Round Table, and the UJA-Federation Annual Tax and Estate Planning Conference, as well as many New York accounting and law firms. He was invited to testify before the New York State Senate on the effectiveness of the insurance rating firms and worked with the U.S. General Accounting Office on a similar project.