This session will address various trust, charitable giving and estate planning designs that may seem common, but lack certain provisions that actually make them work. We will share why certain designs may actually hurt your clients’ overall estate planning, even though they seemed so perfect when drawn up.
Attendees will learn:
How jointly held property can create potential gift tax and federal estate tax issues
How improperly arranged life insurance can derail even the best of plans
The advantages and disadvantages of making gifts outright or in trust to loved ones
Why the choice of executor and trustee of an estate plan could be one of the most important decisions a client makes
Choice of asset matters with charitable bequests
Michele Collins, JD is a Director with MassMutual’s Advanced Sales organization. Michele joined MassMutual in 2016, having spent the last 10 years in the Advanced Markets Department at MetLife. As a member of the Advanced Sales team, Michele provides estate, business, charitable, retirement, special needs and financial planning case assistance to MassMutual agents and financial planners. In addition, Michele provides product and sales tools support on advanced markets case work. Michele is a graduate of the State University of New York, College at Geneseo, and the Syracuse University School of Continuing Education (Certificate in Human Resource Management). She received her JD from Suffolk University Law School in Boston. Michele has also been admitted to the Massachusetts State Bar. Michele is a member of the Board of Directors and the current President of the Boston Chapter of the Society of Financial Service Professionals (FSP). She serves on the national Society of Financial Service Professionals’ Young Professional Advisory Council (YPAC). Michele is a member of the Boston Bar Association (BBA), and is a volunteer with the Boston Bar Association’s M. Ellen Carpenter Financial Literacy Program. She is also an active volunteer with New England Donor Services (NEDS).
Jeffrey Hollander, JD is an Assistant Vice President in MassMutual’s Advanced Sales organization, where he collaborates with a team of professionals focused on providing Estate and Business Planning support to the MassMutual Advisors and Financial Planners. In that role, Jeffrey strives to challenge the status quo to drive growth and innovation within the Advanced Sales profession. Jeffrey is deeply connected to many key Advanced Sales Industry organizations. He has been a member of the LIMRA Advanced Sales Committee for over 20 years. Jeffrey is a member of AALU and has been a regular presenter of development sessions at its Annual Meeting. He maintains a strong business connection with MassMutual’s Diverse Markets efforts including support for the LGBT market, women business owners, and the MassMutual Special Care organization. Jeffrey has extensive client engagement experience and possesses exceptional training and presentation skills with a focus on demystifying technical advanced sales concepts to help inspire clients to take control and achieve their unique goals and objects. Jeffrey has worked at MassMutual since July of 2016. Prior to joining MassMutual, Jeffrey worked in a similar role at MetLife from 1991 to 2016. Prior to joining MetLife, Jeffrey served as Associate Counsel, Director Advanced Markets for Mutual Benefit Life in Newark, NJ, and as Advanced Underwriting Attorney for Aetna Life and Casualty in Bridgeport, CT. Jeffrey is a graduate of George Washington University in Washington, D.C., and the University Of Bridgeport School Of Law in Bridgeport, CT.
1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been applied for.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
||FSP Premier Members
* FSP Members still need to register as usual.
- Register online by selecting the "Register" button above.
- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar. The recording will include both the audio portion and PowerPoint slides.