The Weinberg Group Inc. Home Page
http://www.theweinberggroup.com/index.htm
Designing
and Funding Wealth Transfer Plans
http://www.theweinberggroup.com/wealth/index.htm
Life Settlement Advice and Placement
http://www.theweinberggroup.com/settlement/index.htm
Life
Insurance Consulting and Expert Witness Services
http://www.theweinberggroup.com/lic_wit/index.htm
Articles
http://www.theweinberggroup.com/wealth/articles/index.htm
The
IDIOT Trust® Articles
http://www.theweinberggroup.com/wealth/idiot_trust/idiot_trust.htm
- "Analysis of the IDIOT Trust®,"
Insights & Strategies (April 1998)
http://www.theweinberggroup.com/wealth/articles/is_4_98.htm
- "Reducing
Gift Tax Liability Using Intentionally Defective Irrevocable Outstanding
Trusts," Journal of Asset Protection (January/February 1999)
http://www.theweinberggroup.com/wealth/articles/gift_tax.htm
Split-Dollar
Insurance Articles
http://www.theweinberggroup.com/wealth/split-dollar/split-dollar.htm
- "Analysis of New IRS Split-Dollar
Guidance (Notice 2002-8)," Insights & Strategies (February
2002)
http://www.theweinberggroup.com/wealth/articles/is_2_02.htm
- Analysis
of Split-Dollar Final Regulations," Insights & Strategies
(October 2003)
http://www.theweinberggroup.com/wealth/articles/is_10_03.htm
- The Weinberg
Group Split-Dollar Rescue Program
http://www.theweinberggroup.com/wealth/articles/split-dollar_rescue.htm
- Split Dollar
Term Rates Chart
http://www.theweinberggroup.com/wealth/articles/split-dollar_term-rates.htm
- 2003 Heckerling
Estate Planning Institute (PowerPoint Presentation)
http://www.theweinberggroup.com/wealth/articles/2003_heckerling.htm
- The
Side Fund Split-Dollar Solution™ (PowerPoint Presentation)
http://www.theweinberggroup.com/wealth/articles/2004_Side_Fund_Split-Dollar.htm
- "The
Side Fund Split-Dollar Solution™: A New Technique for Split-Dollar"
- Parts 1 and 2 - Estate Planning (January/February 2006)
http://www.theweinberggroup.com/wealth/articles/A_New_Technique.htm
- Life Settlement NumberCruncher™: Steve Leimberg’s and Mike Weinberg’s new software program for analyzing the economic consequences of retaining a life insurance policy until the insured’s death or selling it in a life settlement transaction.
- "Life Settlements: How to Know When to Hold and When to Fold," Estate Planning (August 2008) (11.3MB)
- "Life Settlements: Know When to Hold and When to Fold," Journal of Financial Service Professionals (September 2008)
- "Many Things to Consider with Life Settlement Gifts to Charity," National Underwriter (October 2008)
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Weinberg Group Inc. © Copyright 1996-2009 by The Weinberg Group, Inc. All Rights Reserved.
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