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2003 Meeting Materials

December 2003

Split-Dollar Life Insurance--The Next Generation 

Michael D. Weinberg--Biographical Information (pdf document)

Collateral Endorsement Switch-Dollar PowerPoint Presentation

Michael D. Weinberg--Biographical Information (pdf document)

Collateral Endorsement Switch-Dollar PowerPoint Presentation

Income and Gift Tax Planning: Insights and Strategies October 2003

Split Dollar Life Insurance Past Present and Future

 

 

Nov. 2003 - Family Limited Partnerships After Strangi And Hackl: Still a Viable Planning Technique?