Estate Planning & Trust Committee Meeting

This meeting will be held on Zoom.  Please register in advance:

https://us02web.zoom.us/meeting/register/tZ0ofuChpzkpGdFRbubiIXwkhAZryns2-RKu   After registering, you will receive a confirmation email containing information about joining the meeting.

 

Speaker: Todd Everson; Buckeye Life Resources

 

Topic: Life Settlements: Overview & Insights

 

At our March meeting, Todd Everson of Buckeye Life Resources will present on the sale of in-force life insurance policies in the secondary market. How life settlements are relevant to an estate planning practice, advantages and disadvantages of life settlements, and important considerations and best practices in the field will all be covered. Additionally, Todd will be welcoming questions and/or discussion on any related topics that Committee members might have.

When
3/2/2021 12:00 PM - 3/2/2021 1:00 PM

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