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.

 

 
                 
                 


To be placed on our Professional Advisor Current Developments list, please e-mail us.

The Weinberg Group Inc.
4025 South Oneida Street, Denver, Colorado 80237
Phone: 303.692.9599 — Fax: 303.753.9580
mweinberg@theweinberggroup.com

© Copyright 1996-2008 by The Weinberg Group, Inc. All Rights Reserved.