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Uses of Life Insurance in Charitable and Estate Planning
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Uses of Life Insurance in Charitable and Estate Planning

This webinar will focus on the many uses of life insurance in charitable and estate planning.

When: June 19, 2018
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: James S. Aussem, JD, AEP
Contact: Member Services

Online registration is closed.
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This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society


Program Overview

This webinar will focus on the many uses of life insurance in charitable and estate planning. Emphasis will be placed on gifting life insurance to charitable organizations and the use of life insurance in charitable trusts. Additionally, we will examine the use of life insurance in estate planning, including business succession plans such as buy-sell agreements. We will also cover the planning considerations of using life insurance in an estate plan.


Attendees will learn:

  • How to use charitable remainder trusts to provide a noncharitable beneficiary an interest during their lifetime
  • Gifting life insurance using an absolute assignment of the beneficiary or irrevocable transfers of ownership
  • Methods of funding life insurance in buy-sell agreements



Featured Speaker:

Jim Aussem, JD, AEP is a shareholder of Cavitch Familo & Durkin, Co., LPA, a member of its board of directors, and chair of the Business Practice Group. His practice is focused on mergers and acquisitions as well as succession planning, and estates and trusts. Jim is currently the president of the national Society of Financial Service Professionals and has served on the Board of the Foundation for FSP. He is past president of the Cleveland FSP Chapter, and received the Chapter’s Financial Service Professional of the Year award in 2014. Jim has been chosen as One of America's Best Lawyers every year since 2009 and for the past 5 years he has been chosen in two categories, Trust and Estates and Corporate Law.



Educational Level



CE Credits

1 CFP® credit has been approved.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. Click here for CLE approvals. 

(CLE credit is not eligible for: AK, CT, DC, IN, HI, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD)

$5.00 fee for CE credit processing. You must participate in the live webinar in order to earn CE credits.


Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
CFP® Credit: INCLUDED $5 $5
CLE/legal Credit: INCLUDED $5 $5

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.


Registration Options

  • Register online by selecting the green "Register" button above.
  • Call FSP's Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy


Program Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.


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Program Archive

This program will be recorded and archived.

Can't attend the live webinar? Register anyway and you'll automatically be sent the link to the recording about a week after the program.

The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.


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