NAEPC - National Association of Estate Planners & Councils
- by Kathryn A. Ballsun, Patrick J. Collins, and Dieter Jurkat, San Raphael, California
- (Part 1 of 4) - 2006 - ACTEC - Trustee Administration of Life Insurance - 22p
- (Part 4 of 4) - 2006 - ACTEC - ILIT Asset Management: The Written Investment Policy Statement - 31p
- 2012 - NAEPC - Private Family Foundations and Life Insurance: Enhance the impact of giving via an oft-ignored tool, by By Vernon W. Holleman III - 5p
- [NAEPC - Hall of Fame - [link]]
- Ben G. Baldwin, Jr. - Award received November, 2004
- Jonathan G. Blattmachr - Award received November, 2004
- 2003 0719 - NYT - Wealthy Family Is Suing Lawyer Over Tax Plan, By David Cay Johnston - [link]
- In May 2000, plaintiff Marvin Schein and defendant Jonathan Blattmachr met at a Fundraiser. At that time. Blattmachr told Schein about a tax saving strategy called the Spectrum split dollar strategy.
- 2003 10 - FA-mag.com - When Estate Plans Go Bad, by Tracey Longo - [link]
- Lawrence Brody - Award received November, 2004
- 1999 - Conference Paper - Current Issues in Life Insurance Planning, by Lawrence Brody - 75p
- 2018 - Book - Due Diligence of Trust-Owned Life Insurance, By John Resnick, Lawrence Brody, Billie Dietz Resnick, and Richard M Weber
- 2019 - Book - The Irrevocable Life Insurance Trust: Forms with Drafting Notes, By Lawrence Brody and Donald O Jansen
- 2020 0115 - Conference - Heckerling - Fundamentals of Life Insurance - What You Need to Know and What You Think You Know, Lawrence Brody, Donald O. Jansen, Mary Ann Mancini - 80p
- Albert E. Gibbons - Award received November, 2013
- Robert S. Keebler - Award received November, 2007
- Stephan R. Leimberg - Award received November, 2004
- Charles L. Ratner - Award received November, 2007
- Gideon Rothschild - Award received November, 2007
- 2003 10 - FA-mag.com - When Estate Plans Go Bad, by Tracey Longo - [link]
- Says New York City estate planning attorney Gideon Rothschild, who is a partner with Moses & Singer and chair of the American Bar Association Committee on Asset Protection: "The lesson to be learned is that if you're pushing the envelope too far, there may be consequences you don't want to live with, like seeing yourself in The New York Times, or served with a complaint, or losing your livelihood to practice law or sell insurance. We don't issue tax opinion letters because of the liability. But there are those who are willing to quantify the risks if the price is high enough."
- ⇒ Rothschild maintains, however, that it is not an attorney's responsibility to evaluate insurance policies that go into a trust. "If an agent doesn't do it, then I think the valid claim is against the agent," he says.
- Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished) - Award received November, 2021
- Martin M. Shenkman - Award received November, 2013
- Lee J. Slavutin - Award received November, 2014
- Ed Slott - Award received September, 2005
- Richard M. Weber - Award received November, 2009
- E. Randolph Whitelaw - Award received November, 2013
- 2016 - Book - The Life Insurance Policy Crisis: The Advisors and Trustees Guide to Managing Risks and Avoiding a Client Crisis, by E. Randolph Whitelaw and Henry Montag