SPECIAL THANKS TO OUR PARTNER

This webinar will be an interactive “quiz” variety. Hypothetical fact patterns containing common mistakes in Estate, Insurance, and Business planning will be displayed alongside multiple-choice answers. Participants will be able to answer the question via the Zoom Webinar quiz function, and the hosts will explain the correct answers and provide context and best practices.

Estate Planning Mistakes
 Misunderstanding Revocable Trusts
 Unintended Estate Tax Inclusion
 Estate Equalization
Insurance Planning Mistakes
 Unexpected Income/Estate Tax Consequences
 Failure to Review Policies
 Transfer for Value Triggering
Business Planning Mistakes
 Buy-Sell Structure Disagreement
 Operating Agreement Assumptions
 Buy-Sell Triggers

Bradley Uhl, CLU^® | The LRM Group focuses exclusively on providing objective insurance consulting support to fee-based and fee-only advisors and advisory firms. As an independent insurance advisor and advanced insurance planning consultant, Brad’s emphasis is rooted in insurance plan design and consultation for a broad range of financial professionals, trust companies, tax and legal counsel. 

Brad began his career with Hartford Life Insurance in 2012, received his bachelor’s degree from The University of Georgia and is a Chartered Life Underwriter (CLU). Brad and his wife Kinsey and their son are residents of Woodstock, GA.
 
Sean Link, JD, Estate Planning Specialist | As the Estate Planning Specialist of The LRM Group, Sean Link focuses on providing estate planning consulting to fee based and fee-only advisors and advisory firms. With a background in fiduciary administration and estate planning for high-net-worth individuals, Sean approaches his work with a deep respect for not only the “what” and “how” of estate planning, but truly understanding the “why” behind a given legacy plan.