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Life Insurance Consulting and Expert Witness Services
Our practice includes life insurance consulting
services for professional advisers and their clients. These services
are performed on a fee-basis and include both plan design modification
and restructuring, and expert witness support.
Mike
Weinberg received his Juris Doctorate from the Harvard Law School.
He is both a former co-chair of the Insurance Committee of the
Real Property, Probate and Trust Law Section of the American Bar
Association and the editor emeritus of The Insurance Counselor
primer series published by that Section. Mike is also a noted
author and lecturer.
- Solve
problems of tax-detrimental policy ownerships, beneficiaries,
and premium payers, including Irrevocable Life Insurance Trusts
(ILITs).
- Review
and revise split-dollar
plans to comply with recent IRS rules and regulations.
- Restructure
existing policies to perform more safely and effectively.
- Furnish
second opinions on proposed insurance purchases.
- Provide
expert witness evaluation, preparation, and testimony in market
conduct and other insurance controversies, including tax disputes.
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