Designing and Funding Wealth Transfer Plans
The Weinberg Group helps professional advisers design
and fund estate and business continuity plans for business
families, and individuals. President, Michael D. Weinberg, JD,
a lawyer (licensed, not practicing) with more than 40 years
of experience who specializes in life insurance and estate
and business planning. He personally works with a client’s
attorneys, CPAs and other advisers to provide and implement
Weinberg received his Juris Doctorate from the Harvard Law School.
He is both a former co-chair of the Insurance Committee of the Real
Property, Probate and Trust Law Section of the American Bar Association
and the editor emeritus of The Insurance Counselor primer
series published by that Section. Mike is also a noted author and
tax and estate planning law with innovative funding solutions.
sophisticated estate, business continuity, and wealth transfer
plans, employing our proprietary split-dollar
life insurance techniques, including the "Side Fund Split-Dollar
Solution" and "Intergenerational Split-Dollar™" plans,
and our "defective" grantor trust technique,
you with the newest techniques and strategies used by your counterparts.
clear diagrams and text to help your clients grasp complex concepts.
Copyright © 1996–
by The Weinberg Group, Inc. All Rights Reserved.
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC.
130 Springside Drive, Suite 300, Akron, Ohio 44333-2431 1-800-765-5201.
The Weinberg Group, Inc. is a separate entity from ValMark Securities, Inc.
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that this communication (including any attachments) is not intended as legal or tax advice or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.