Optimizing Charitable Donations of Life Insurance Policies: Methods and Tax Consequences
Robert D. Stuchiner, CLU
Kevin J. O’Connor, CLU
Nicomedes Sy Herrera, ESQ.
Director Nico Herrera presents the Oakland Diocese, Bishop Michael C. Barber, with a donation.
Robert Stuchiner presenting at AALU 2016: Exit Strategies for Life Insurance: Plan, Annuitize, Swap, Sale & The Case for Gift to Charity.
David B. Simon presents the St. Louis Jewish Community Center with a donation.