Michael D Weinberg
Life Insurance Funding, Life Settlement Placement, & Consulting/Expert Witness Services
The Weinberg Group and affiliated consultants offer life insurance funding, life settlement placement, and consulting and expert witness services to professional advisers and their clients. 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.
Designing and Funding Wealth Transfer Plans
* Blend tax and estate planning law with innovative funding solutions.
* Model sophisticated estate, business continuity, and wealth transfer plans, featuring our dynamic 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.
Life Settlement Advice and Placement
* Advise clients and their advisers about the economic viability of retaining a life insurance policy or selling it in the life settlement market using our new Life Settlement NumberCruncher software.
* Place policies on behalf of clients in the life settlement market (where appropriate).
* Obtain competitive offers for clients from life settlement providers by an independent formal written bid process.
* Treat a life settlement as a "security" with the attendant higher standards and client protections afforded by the securities laws.
* Provide full and complete disclosure of both offers made and compensation received in a life settlement transaction.
Life Insurance Consulting and Expert Witness Services
* Solve problems of tax-detrimental policy ownerships, beneficiaries, and premium payers, including Irrevocable Life Insurance Trusts (ILITs).
* Review and revise split-dollar plans to comply with recent IRS rules and regulations.
* Restructure existing policies to perform more safely and effectively.
* Furnish second opinions on proposed insurance purchases.
* Provide expert witness evaluation, preparation, and testimony in market conduct and other insurance controversies, including tax disputes.
Accredited Estate Planner - National Association of Estate Planners & Councils
Michael D Weinberg
The Weinberg Group
4025 S Oneida St
Denver CO 80237
Tel: 303 692-9599
Fax: 303 753-9580
E-mail: mweinberg@theweinberggroup.com
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