BEPC Education Program - Life Insurance Planning: Understanding the Tax, Legal, and Investment Fundamentals of Life Insurance and the Top Estate Planning Strategies Involving Life Insurance Today
CE - 1 and 2 Hours CFP and MD Insurance
Sponsored by Alex Brown
ABOUT THE PROGRAM: Life Insurance Planning: Understanding the Tax, Legal, and Investment Fundamentals of Life Insurance and the Top Estate Planning Strategies Involving Life Insurance Today
One of the most powerful tools in estate and tax planning is life insurance, and yet it remains not fully understood or effectively implemented by most planners today. This presentations begins with a comprehensive review of the key characteristics, elements, and benefits of life insurance from a tax, legal, and investment perspective. It then reviews some of the best and most advanced uses of life insurance and its application in the areas of succession planning, philanthropy, wealth preservation, and multi-generational impact.
Two Meeting Requirement – To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two educational meetings annually. Reservations must be pre-paid.
Cancellation Policy – Reservations must be canceled in writing or by e-mail and received no later than Monday, January 18th, 2021.
ABOUT THE SPEAKER: David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell & Guymon. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute. David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients. David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum and the Million Dollar Roundtable.
He is the co-author of two books, Entrusted: Building a Legacy That Lasts and Riveted: 44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon. He also created the game Experience RivetsTM, which helps individuals, families and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning and team building. He has also written for Trusts & Estates Magazine, Estate Planning Magazine and Investments and Wealth Monitor. In 2017, YHG was recognized as an Inc. 5000 Company.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations. He lives in the Salt Lake City, Utah area with his wife Mindy and their five children, Emma, John, Samuel, Hudson and Avery. He enjoys biking, skiing, softball, writing and photography.