Sponsored by the Taxation Section's Estates & Trusts Committee
Registration
Please RSVP to program facilitator Buzz Leach at bleach@smb-t.com. Shortly after receiving your registration, you will be sent a Zoom invitation to attend the webinar.
Webinar Overview
Join us for an insightful presentation on optimizing tax strategies for both income and estate tax efficiency. Discover innovative approaches, including...
Split-Dollar Life Insurance- Exploring strategies to drive income receipt and wealth transfer with tax efficiency.
- Harbaugh Plan - creating tax-free income in the not-for-profit market.
- Funding Estate Plans Without Exemption or Gift Taxes - unlocking methods to fund estate plans without being burdened by utilizing exemptions or gift taxes.
- Multi-Gen Split-Dollar for Older and Uninsurable - Tailoring split-dollar life insurance for older individuals and those deemed uninsurable.
- Switch Dollar - split-dollar life insurance in high-interest rate environments. Navigating the benefits of split-dollar life insurance in high-interest rate environments.
- Premium Financing - examining approaches to fund tax strategies when there is a lack of liquidity or a high cost of capital. Discussion on avoiding risks and insights into mitigating risks associated with premium financing.
- Financed Split-Dollar -understanding the dynamics and benefits of financing split-dollar life Insurance premiums.
- Enhanced Charitable Lead Annuity Trusts - exploring advanced strategies for charitable lead annuity trusts.
- Graduate CLATS for Older and Uninsurable
Presenters
Jordan Smith. JD, LLM
Schechter Wealth
Vice President, Advanced Design
Birmingham, Michigan
jsmith@schechterwealth.com
(248) 731-9500
Jordan Smith works with our advisors and their clients in the design and implementation of advanced strategies. He provides an important legal perspective to strategies that involve estate planning, taxation issues, trust design and the preservation and transfer of wealth.
Jordan is an attorney with a great deal of experience in tax and estate planning for high-net-worth individuals. Specifically, helping clients transfer wealth through annuity arbitrage, premium finance, sale of remainder interests, and life settlements, just to name a few.
Before joining Schechter and since 2007, Jordan had his own law practice and was also the owner and founder of Insurable Interests LLC, an insurance agency and advisory firm. Prior to that, he was an equity partner at the law firm of Jaffe, Raitt, Heuer & Weiss.
Jordan received both his bachelor's degree and J.D. from the University of Michigan. He received his L.L.M. in taxation from NYU.
Colin Steinberg, CFP®, CRPC®
Schechter Wealth
Wealth Advisor
Birmingham, Michigan
csteinberg@schechterwealth.com
(610) 389-5854
A seasoned leader at Schechter, spearheading a team of professionals dedicated to providing comprehensive income and estate tax solutions for corporate executives and high net worth families. Colin brings invaluable insights to his role, leveraging his 5-year background in financial advisory and executive benefit services.
Colin graduated from the University of Wisconsin-Madison with a degree in Economics and Communications. He has continued to expand his knowledge and qualifications, earning certifications including the esteemed Certified Financial Planner (CFP®) designation and the Chartered Retirement Planning Counselor (CRPC®) credential.
Moderator
Buzz S. Leach, JD, LLM, Wealth Management / Trust Officer, Southern MI Bank & Trust
Committee Chair – Tax Section MI Bar, Estates & Trusts Committee
See the flyer for more information.