The sessions contnued with a presentation by Jon J. Gallo of the Law Firm Greenberg, Glusker, Fields, Claman & Machtinger, LLP. Jon J. Gallo, an attorney specializing in family/strategic wealth planning, shared his knowledge on current developments in life insurance planning and on what we think we know about life insurance, but really don't - and the IRS may not either. He discussed the tricky business of insurable interest and insurance trusts; the difficulties of stranger-owned life insurance; and the problem of determining the value of life insurance policies.
Featured speaker Jon Gallo, Law firm of Greenberg, Glusker, Fields, Claman & Machtinger LLP
JON GALLO
- Partner in Gallo Consulting and chairs Greenberg Glusker's Family Wealth Group.
- Co-authored two books on raising responsible children in an affluent environment.
- Established the American Bar Association’s Committee on the Psychological and Emotional Issues of Estate Planning.
- Frequent speaker on estate planning.
