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Hosted by The Tampa Bay Estate Planning Council

Key Estate Planning Techniques with Life Insurance

Time-sensitive circumstances make estate and insurance planning in 2021 an important consideration. The three major factors that will influence planning in the coming months are the new Biden administration, a low interest rate environment, and the coronavirus (COVID-19) pandemic. Understanding the current landscape and preparing for it can permit advisors and their clients to take decisive action, if needed.

Join us on November 17th for an essential session with Lee Slavutin on life insurance planning opportunities in the current tax and economic environment.

Wednesday, November 17, 2021
5:00 PM - 6:15 PM Eastern Time


Zoom Virtual Event

Speaker Profiles


Lee Slavutin, MD, CLU, AEP
Stern Slavutin-2 Inc

Lee J. Slavutin, MD, CLU, AEP (Distinguished) has been in the life insurance business since 1983. Born in Australia, Lee practiced as a surgical pathologist until he came to New York as the chief resident in pathology at Lenox Hill Hospital where he worked as a staff pathologist until changing his career. Lee’s unique medical qualifications are an important part of his specialty, which is serving high net worth individuals seeking substantial life insurance policies.

Lee is a well-known public speaker and educator for the legal and accounting professions including the American Law Institute/American Bar Association and the American Institute of Certified Public Accountants. He has written and published over 150 articles on the complex legal and technical aspects of securing life insurance for estate tax planning. His text book published by Thomson Reuters, A Guide to Life Insurance Strategies, is in its 11th edition.

Lee has served as a director of the Association of Advanced Life Underwriters and the Estate Planning Council of New York. He is on the editorial advisory board of Tax Hotline and is a member of the CCH Estate and Financial Planning advisory board. Lee testified before the New York State Senate in 1990 and worked with the United States General Accounting Office on the effectiveness of the insurance company rating firms.

Event ID  259