Our Library

Fiduciary Advisor Series

Our Fiduciary Advisor Series addresses customary TOLI questions and issues so that ILIT fiduciaries can document a product process and reasoned TOLI risk management determinations.  

Professional Advisor Library

In addition to our articles that address basic "best practices" TOLI fiduciary risk management issues, third-party articles on specific TOLI subjects and State Insurance Department Opinions regarding insurance consulting services.

Publication Contributions 

Managing TOLI Expectations 

Journal of the CPA Practitioner 

Trust Asset Consultants: June, 2009 

Trust-Owned Life Insurance Paradigm Shift 

Leimberg Newsletter 

Trust Asset Consultants: February, 2009 

TOLI Risk Management at Litigation Crossroads 

Leimberg Newsletter 

Trust Asset Consultants: April, 2007 

Life Settlement Tax, Accounting, and Securities Law Issues 

Estate Planning Magazine 

Trust Asset Consultants, Ethical Edge Insurance Solutions: September, 2006 

Life Settlement Risk Management Guidance for Professional Advisors and Fiduciaries 

Estate Planning Magazine
Trust Asset Consultants, Ethical Edge Insurance Solutions: August, 2006

Recent Speaking Engagements

Ventura County Bar Association MCLE Program 

Trust Litigation – A litigator’s Perspective for Representing Various Parties in a Trust-Owned Life Insurance Dispute (The Stuart Cochran ILIT v. KeyBank Matter)

Trust Asset Consultants: May, 2011

Professional Fiduciary Association of California 

A Fiduciary Perspective to Managing TOLI: The Need for Professional Advisor Intervention

Trust Asset Consultants: May 2011

8th Annual Nassau/Suffolk Chapter of NCCPAP/IRS Long Island Tax Professionals Symposium  

A Fiduciary Perspective to Managing TOLI: The Need for Professional Advisor Intervention

Trust Asset Consultants: November 2010

Nassau County Bar Association 

A Fiduciary Perspective to Managing TOLI: The Need for Attorney Intervention

Trust Asset Consultants: April, 2010 

DuPage County Estate Planning Council 

A Fiduciary Perspective to Managing TOLI: The Need for Attorney Intervention

Trust Asset Consultants: March, 2010