Advisor Webinar Series - The Blum Firm

1 Using Life Insurance for Basis Step-Up and Estate Tax Savings presented by Marvin Blum Webinar Flyer with Log-in Information 2015 Advisor Webinar Series Save the Dates Flyer For Accountants Seeking CPE Credit: Instructions and Forms .. 1 PowerPoint Presentation .. 4 Advisor Webinar Series January 21, 2015 Wednesday, January 21, 2015 This presentation could be called, How to Have Your Cake and Eat It Too. Your client has appreciated assets and a taxable estate. Traditional planning may save estate tax, but the tax savings will be at the cost of the basis step-up for the appreciated assets.

2 A carefully structured life insurance product can help your client save estate tax AND retain a step-up in basis. Find out how. Click this URL to attend the Webinar : Dial this number to listen to the Webinar : 1-888-517-2464 Confirmation Code: 8721843If you have a site monitor at your viewing location and you pre-register to attend, you can earn CPE credit in the category Taxes for attending this Webinar . To pre-register, click on link above. Once you register, you will be emailed the appropriate forms to apply for credit.

3 This course qualifies with NASBA for hour of CPE credit in the category of Taxes. Marvin E. Blum, attorney and Certified Public Accountant, is Board Certified in Estate Planning & Probate Law and is a Fellow of the American College of Trust and Estate Counsel. He founded The Blum Firm, , more than 30 years ago, which has grown to be the largest group of estate planning attorneys in the state of Texas. With offices in Fort Worth, Dallas, Austin, and Houston, the firm specializes in the areas of estate planning and probate, asset protection planning, planning for closely held businesses, tax planning, tax controversy, and charitable planning.

4 Mr. Blum was chosen as one of the Nation s Top 100 Attorneys by New York s Worth magazine and was named one of the Top 100 Super Lawyers in Texas by Texas Monthly magazine. He is a highly sought-after speaker, has served as a national commentator for The Wall Street Journal and The New York Times, and serves on the Editorial Advisory Committee for Trusts & Estates Magazine. 3:00-4:00 Eastern 2:00-3:00 Central 1:00-2:00 Mountain Noon-1:00 Pacific Planning for Very Large IRAs with CPA Robert Keebler Wednesday, April 22, 2015 | 3:00-4:00 pm Eastern Family and Charitable Planning, Especially with Retirement Assets with Professor Christopher Hoyt Wednesday, July 22, 2015 | 3:00-4:00 pm Eastern Planning for an Aging Population: Your Clients, Your Parents, and Someday You with Attorney Bernard Krooks Wednesday, November 11, 2015 | 3.

5 00-4:00 pm Eastern These presentations are prepared for the general information and education of participants only. The presentations discuss current developments and set forth generally accepted concepts or principles. Program materials may include a discussion of tax-related topics prepared to assist in the promotion or marketing of the transactions or matters addressed. They are not intended (and cannot be used by any taxpayer) for the purpose of avoiding IRS penalties that may be imposed upon the taxpayer.

6 No attempt is made to offer legal, accounting, tax, valuation, financial planning, investment, asset allocation or other professional advice, or to set forth solutions to individual problems. New York Life, its agents or employees may not give accounting, tax, or legal advice. For such advice and specific applications to individual cases, individuals must rely on the advice of their own professional advisors. Marvin Blum, Robert Keebler, Bernard Krooks, and Christopher Hoyt are not affiliated with New York Life and are solely responsible for the content of these presentations, which may not necessarily represent the views of New York Life or its affiliates.

7 For CPE recipients: These one ( ) hour advanced-level (group live) courses are offered for the benefit of practicing accountants with significant exposure to the subject and will focus on the development of in-depth knowledge necessary for proper consulting. These programs will provide the participant with an overview of technical topics related to estate planning. No advanced preparation is necessary. New York Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

8 State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors on its website: For more information regarding registration, refund, complaint and program cancellation, please contact New York Life Insurance Company representative Heather Davis at 972-720-6704. 1628997_A These presentations are for informational purpose only. Please note that New York Life Insurance Company, its agents and employees do not provide tax, legal or accounting advice.

9 Any remarks or presentations by third parties not aff iliated with New York Life represent the opinions and views of only those individuals and do not necessarily ref lect the opinions or views of New York Life or its aff iliates. Marvin Blum, Robert Keebler, Christopher Hoyt, Bernard Krooks, Craig Lemoine, Sam Donaldson, and The American College are not associated with New York Life Insurance Company or its affiliates. New York Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

10 The Nautilus Group is a service of New York Life Insurance Company. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors via its website. For more information regarding registration, refund, complaint and program cancellation, please contact New York Life Insurance Company s home office representative at 972-720-6704. 1627278 Webinar SeriesProfessional Advisor Webinars are intended to include hr CPE for accountants with 21 Using Life Insurance for Basis Step-Up and Estate Tax Savings, featuring Marvin Blum, JD, CPA Wednesday, January 21, 2015 | 3:00 4:00 pm EasternApril 22 Planning for Very Large IRAs, featuring Robert Keebler, CPA/PFS, MST, AEP (Distinguished)Wednesday, April 22, 2015 | 3:00 4.