Designing and Funding Wealth Transfer Plans

The Weinberg Group helps professional advisers design and fund estate and business continuity plans for business owners, families, and individuals. President, Michael D. Weinberg, JD, AEP, is 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 creative wealth preservation strategies.

Mike 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 lecturer.

  • Blend tax and estate planning law with innovative funding solutions.
  • Model 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, The IDIOT Trust® .
  • Update you with the newest techniques and strategies used by your counterparts.
  • Provide clear diagrams and text to help your clients grasp complex concepts.

 

 
                 
                 


The Weinberg Group Inc.
5200 S. Ulster St., #1125, Greenwood Village, CO 80111
Phone: 303.692.9599 — Fax: 720.489.9001
mweinberg@theweinberggroup.com


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.