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Documents June 2013 Paradigm Shift: The ATRA-Math (Planning after the American Tax Relief Act of 2012) Paul S....

Slide 1 June 2013 Paradigm Shift: The ATRA-Math (Planning after the American Tax Relief Act of 2012) Paul S. Lee, J.D., LL.M. National Managing Director Blair Cannon Vice…

Documents Creating Value for Clients with ILITs - a Team Approach An ILIT For All Seasons January 25, 2011...

Slide 1 Creating Value for Clients with ILITs - a Team Approach An ILIT For All Seasons January 25, 2011 Bill Conway & Lou Shuntich www.advisorsforum.com 1 Slide 2 Fundamental…