Section of Real Property, Trust and Estate Law: Insurance and Financial Planning Committee

Insurance and Financial Planning Committee

Mission

Focus: The committee focuses on (i) life insurance and other insurance issues including: disability, long-term care, health, property, and casualty, and (ii) financial and wealth planning.

Education: The committee endeavors to educate lawyers concerning each type of insurance as well as on financial products and concepts as they relate to estate planning and trust administration.

CLE Programs: The committee frequently participates in programs at the Section's Spring Meeting and CLE Symposium and the Joint Fall CLE Meeting (with the Tax and RPTE Sections).

Projects:

A major project of the committee has been the initiation of the "Insurance Counselor" series, primers on various insurance topics.
Other projects include preparation of a standard form for the assignment of life insurance policies to Irrevocable Trusts.

Coyle Insurance Presentation - March 2012

Committee Activities

Please join us on August 6, 2012, 12:00pm CDT/1:00pm EST, for the Insurance & Financial Planning Committee final Quaterly Conference Call for the 2012 bar year. Our vice-chair, Mel Warshaw, will discuss recent developments in life insurance planning. Materials for this call are located to the right of this site under the Source Materials area, labeled as "August 6th Call Materials."

Dial in number: 866/646-6488

Participant Pass code: 53807002591

Related Products

Lease Assignments: How to Assign and How to Do It CD-ROM
PROGRAM INFORMATION Although the assignment agreement itself can be a relatively simple document, the considerations that go into the decisi... more

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Leadership

Co-Chairs: Sharon L Klein, Melvin A Warshaw

Vice-Chairs: Jay David Adkisson, David Sterling

Committee Roster (165 total members)

Listserves (help)

RPTE-INSURANCE
The E-mail Discussion list for the Insurance and Financial Planning Committee
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Programs, Meetings and Events

Section Events

CMBS 2.0 Today: Evolving to CMBS 3.0 or Devolving to CMBS 1.5

May 29, 2013

Location: N/A

Format: Webinar/Teleconference

Basics: 403(b) Plan and 457(b) Plan Overview

May 30, 2013

Location: N/A

Format: Webinar/Teleconference

Roadmap to Employee Disclosures: Best Practices and Practical Solutions to Benefits Communication

June 4, 2013

Location: N/A

Format: Webinar/Teleconference

Committee Conference Call

Please join us for our 2011 Quarterly Committee Conference Calls, to be held on the following dates, at 1:00 p.m. EST: January 11th, March 17th, June 14th, and August 9th
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