1:00 - Lunch Presentation - Life Insurance Premium Financing
This presentation will compare and contrast the benefits of using financing when purchasing life insurance versus conventional means to provide estate liquidity and enhance wealth transfer. This session will offer several case studies illustrating the power of financing.
Julian Movsesian - Succession Capital Alliance, CEO and President - Newport Beach, California
12:45 - Lunch Presentation - Planning and Administering Spendthrift Trusts in Tension with Public Policies
In striking a balance between restraints on alienation and the rights of judgment creditors with respect to spendthrift trusts, legislatures have created confusion. Margaret will demystify California's spendthrift laws and provide practical advice for those who plan and administer spendthrift trusts.
Margaret M. Hand, JD, ACTEC - Hartog, Bear, Hand, Partner - Orinda, California