WASHINGTON, D.C. ESTATE PLANNING COUNCIL

Thank you to our meeting sponsor

Program Description and Benefits: 
Fiduciaries and financial professionals need a defensible determination of fair market value of existing life insurance for advanced planning with senior clients. Market-based valuation methodology, based on a real-time willing buyer-willing seller marketplace for life insurance, is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients. This discussion will include real life case examples that will help planners protect the best interests of clients. There is a general lack of knowledge on the part of policy owners about life settlements that leave them vulnerable to opportunistic institutional investors if they lack proper representation from their advisor/advisory team. A thorough exploration of life settlement best practices for fiduciaries, will provide members of the estate planning council with the necessary procedures and due diligence to help mitigate risk and provide unexpected value and protection to their clients.

Speaker Biography: 
Jamie L. Mendelsohn serves as Executive Vice President for Ashar Group, LLC. She partners with the nation’s leading wealth management firms, attorneys, CPAs, trust, and financial planning advisors in the Secondary Market. With a proven ability to successfully analyze an organization's business needs, she helps Ashar's business partners grow their Secondary Market solutions in an efficient manner. For upwards of a decade, she has worked closely with independent and professional advisors, regional broker dealers and brokerage general agencies, as well as financial institutions with a national footprint. Prior to joining Ashar Group, Jamie was President of a healthcare staffing company that served small to medium businesses, as well as national corporations.

Logistics:

• Open bar and heavy hors d’oeuvres will follow the program
• Fees: No cost for active members; $65 for guests and emeritus members
• Guests warmly welcome when accompanied by a member
• Via Metro: Metro Center stop
• Via Car: Parking is available in the building. Enter Columbia Square garage from 12th Street between E and F Streets. Discounted parking after 5 p.m.
• No-Show Policy: Members who reserve, but do not attend, will be billed $65.