Intergenerational Wealth Preservation

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Available Lectures

March 10, 2010

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The Need

The Solution: IWP

Non-Lawyer Estate Planning

Non-Lawyer Litigation Support

Ponzi Scheme Victims Program

Insurance Portfolio Restructuring

Available Lectures

If you would like to request a lecture, click here to contact IWP.

Dealing with the uncertainty of the federal estate tax repeal in 2010
Dealing with the aftermath of Ponzi/ Pyramid Schemes: Insurance Portfolio Restructuring
Non-Lawyer Estate Planning, Insurance Portfolio Restructuring, and Litigation Support
CFPIT^® as a solution for “Wealth Preservation Planning Deficiencies"
Insurance Portfolio Restructuring in this economic downturn
Using Business/Hard to Value Assets as a Funding Vehicle
Using Life Insurance as a Funding* Vehicle
Using Qualified Plans/IRAs as a Funding* Vehicle
Using Qualified Plans/IRAs as a Wealth Transfer Vehicle
How PPA 2006 impacts the heirs of restricted employees who have earmarked their defined benefit pension plans as wealth preservation plan funding vehicles

(* and adjusting/ ameliorating/ augmenting /fortifying /hedging/ scaffolding / shepherding, as an alternative, and as a failsafe)

The following are service marks, and/or trademarks of Intergenerational Wealth Preservation, Inc:
  CFPIT^®; CAFAP; Certainty, Flexibility, Preferability, In Tandem; Certainty, and/or Flexibility, and/or Preferability; Intergenerational Wealth Preservation; CFPIT^® Standard Of Care; CFPIT^® Hurdle Rate; CFPIT^® Solutions; CFPIT^® Solutions Toolbox; CFPIT^® Wealth Preservation Infrastructure; CFPIT^® Specifications Model; the IWP logo: and,
  Providing the results you want, in the manner you want, with the ability to change them whenever you want; and, Make This Go Away/Make This Work/ Nip This In The Bud; Life Settlement Preferability Index/Ratings; Life Settlement Poison Pills Detection; and Insurance Line/Policy As A Credit Line.
  The following are service marks, and/or trademarks of Intergenerational Wealth Preservation, Inc. as well as being registered internet domains of Intergenerational Wealth Preservation, Inc.: interwealthpres.com; cfpit.com.

All other trademarks/service marks referred herein are property of their respective owners.