ESTATE PLANNING COUNCIL OF ST. LOUIS

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Date: February 12, 2024 Saint Louis Club

Time: 12:00 – 1:00 pm. Sit down lunch and presentation

Topic: 10 Frequent Life Insurance Mistakes in Estate Planning

In person and zoom available (zoom participants once registered will receive the zoom invite the Friday before the event)

Speakers: Brian Seigel, JD., Advanced Planning Brokerage Unlimited, Inc.

About the presentation: Life insurance plays a pivotal role in many clients’ estate plans by safeguarding one’s financial legacy and ensuring a smooth transition of assets to beneficiaries.  However, navigating the integration of life insurance into an estate plan can be intricate, and seemingly small mistakes and oversights can lead to significant, unintended consequences.

In this presentation, we will examine ten frequent pitfalls associated with life insurance in estate planning. From miscalculating coverage needs to overlooking critical beneficiary designations, we will explore these challenges to equip attendees with the knowledge needed to optimize their life insurance strategies within the broader context of effective estate management.

To register for this session, go to www.epcstlouis.org and click the link for the session.

CPA's - CPE Credit Note: To be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.

Continuing Education

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP

CPE Information for CPAs

Summary - Life insurance plays a pivotal role in many clients’ estate plans by safeguarding one’s financial legacy and ensuring a smooth transition of assets to beneficiaries.  However, navigating the integration of life insurance into an estate plan can be intricate, and seemingly small mistakes and oversights can lead to significant, unintended consequences.  In this presentation, we will examine ten frequent pitfalls associated with life insurance in estate planning. From miscalculating coverage needs to overlooking critical beneficiary designations, we will explore these challenges to equip attendees with the knowledge needed to optimize their life insurance strategies within the broader context of effective estate management.

The sponsor assures that the program content and program level is appropriate for the intended participants.

Learning Objective: Upon completion of this course, attendees should be able to:

• Comfortably review their clients’ life insurance portfolios.
• Recognize mistakes within their clients’ life insurance portfolios.
• Develop steps necessary to remediate current life insurance policy missteps.

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.

Refunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

CFP

LEARNING OBJECTIVES: Attendees will leave this presentation with sufficient knowledge to recognize mistakes in their clients’ life insurance portfolios and associated steps to remediate current missteps.

About the Speaker: Brian R. Seigel, J.D., AEP®

As BUI’s Director of Advanced Planning, Brian helps advisors add significant value to their client relationships. Brian determines clients’ planning objectives, designs a plan to achieve those objectives and coordinates the implementation of recommended strategies with the clients’ professional advisors. Brian also provides guidance and education for advisors and their clients in the areas of estate, tax and business planning. Though not practicing law at BUI, Brian is an attorney and has been licensed to practice law in Missouri since 1996 and in Illinois since 1997. Through his prior experience as the owner of his own estate and business planning law practice, Brian provides guidance in the areas of estate planning, business succession planning, tax planning, retirement planning and deferred compensation arrangements. Brian is the immediate past President of the Estate Planning Council of St. Louis and is a member of the Missouri Bar Probate and Trust Committee, the Missouri Bar Elder Law Committee and the Missouri Bar Taxation Committee. He is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. He is a member of Wealth Counsel and is a founding member of The Advisor’s Forum, an organization that trains attorneys, accountants, financial advisors and insurance professionals to provide more comprehensive planning, increase client referrals and generate more revenue. Brian was honored as one of Missouri’s top estate and business planning attorneys in Missouri Lawyers Weekly’s “2009 Missouri’s Best” when he was recognized as the top lawyer in the category, “Best Lawyer to Help You Write Your Willful Child Out of Your Will.”