ZOOM Meeting (Virtual Only) Monday, October 16 at 5:00pm EST Join Zoom Meeting https://zoom.us/j/95205330743?pwd=WENtTldzMnZMSVovdE5XamhET01NUT09 Meeting ID: 952 0533 0743 Passcode: 737403 TOPICS: Website update Charitable Gift Financing (Caroline McKay posting) Open Mic We encourage all members who have not yet logged into the YCISG.com Member Login to do so before the meeting. This will provide...
https://zoom.us/j/96524107416?pwd=b2JlS2xMUFh3R3Q0aHlRUUdaVUg0Zz09 We will be hosting an Open Mic zoom meeting on Monday, November 20th. Zoom info below. Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Topic: Yale Club Insurance Study Group Time: Nov 20, 2023 05:00 PM Eastern Time (US and Canada) Meeting ID: 965 2410 7416 Passcode: 488280...
https://zoom.us/j/94562211771?pwd=aUFwUEJsNndwdTFPZ1lFcDBEUWpDZz09 Yale Club Insurance Study Group Zoom with Guest Speaker Michael Fontanini VP, Advanced Planning and Design, Lion Street Time: Dec 4, 2023 05:00 PM Eastern Time (US and Canada) Meeting ID: 945 6221 1771 Passcode: 170218 One tap mobile +13052241968,,94562211771#,,,,*170218# US +16469313860,,94562211771#,,,,*170218# US Michael FontaniniVP, Advanced Planning and Design Michael Fontanini, MT,...
Please join us for an in-person meeting of the Yale Club Insurance Study Group at the Yale Club. Special guest speaker: Julius A. Rousseau, III, PARTNER, ArentFox Schiff Topic: STOLI and other trends in life insurance litigation Jule advises clients in all areas of the business, including policy and treaty wording, regulatory compliance and strategy. Jule’s...
Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09 The guest speaker for our April 1st Zoom meeting is Jerry Hesch Esq. Jerry will discuss Grantor Retained Trusts, his new “tool for demonstrating its impact on the estate,” and mechanisms for future Estate Planning flexibility. https://meltzerlippe.com/attorneys/jerome-m-hesch/ Reminder: 2024...
Yale Club Insurance Study Group is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://zoom.us/j/98600999644?pwd=ck9rTnZzMUdWTGVMWC80bS9vZkYzQT09 Meeting ID: 986 0099 9644 Passcode: 133638 . Our planned speaker, Alan Gassman, unfortunately had to postpone his presentation on the EstateView software product. In his place, Richard Harris will begin the evening with a short presentation on Intergenerational Split Dollar....
