Robert G. Alexander Webinar Series

Date: Wednesday, June 14, 2017
Time: 12:00pm - 1:00pm
Location: Webinar
Speaker: Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)


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Robert G. Alexander Webinar Series
Upcoming Program

Participate Live or Purchase a Replay!

Wednesday, June 14, 2017
3:00 pm - 4:00 pm ET

"A Potpourri of Planning Ideas with Life Insurance"

Expertise offered by:
Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)

About the program:

This intermediate session discusses basic insurance planning ideas, for example beneficiary designations, importance of choosing a strong company, and common tax traps to avoid; as well as more sophisticated concepts such as intergenerational split dollar.

About the speaker:

Lee J. Slavutin, MD, CLU, AEP (Distinguished) is a principal in Stern Slavutin 2, Inc., an insurance and estate planning firm in New York. He graduated from Monash University Medical School in Melbourne, Australia in 1974 and became a Fellow of the Royal College of Pathologists of Australia and a Diplomat of the American Board of Pathology in 1981. Dr. Slavutin left the practice of medicine in 1982 and entered the life insurance business in 1983. He is a member of the Association of Advanced Life Underwriting and the Million Dollar Round Table and is a Chartered Life Underwriter with the American College. 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 a member of the CCH Estate and Financial Planning Advisory Board and the PPC Tax Action Panel, and was elected into the Estate Planning Hall of Fame in 2014. He is the Author of "PPC's Guide to Life Insurance Strategies", 18th edition (2016), 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. He is married to Dee and they have two children, Aaron and Lydia.

Register Here

2017 Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Registration Fees

  • $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member  
  • $250 / council meeting or group gathering

Continuing education credit will be available for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. 

Upcoming Programs

July 12, 2017
Meet the Rileys: Can this Case be Closed?
Philip Cubeta, CLU®, ChFC®, MSFS, CAP®

August 9, 2017
Alternatives to Self Settled Trusts
Gideon Rothschild, JD, CPA, AEP® (Distinguished)

September 13, 2017
The Perfect Modern Trust Including Income Tax Sheltering Opportunities
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)

October 11, 2017
Douglass S. Lodmell, JD, LL.M., Managing Partner & Co-Founder, Lodmell & Lodmell

December 13, 2017
Estate Planning after the 2704 Treasury Regulations: Planning with the New Rules
Steven J. Oshins, JD, AEP® (Distinguished)

See complete details about all upcoming webinars from NAEPC.




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