Oct
17
October 17, 2018
11:45AM - 1:30PM
2018-10-17 11:45AM 2018-10-17 1:30PM America/New_York Probate and Pumpernickel Luncheon October 17, 2018 The Bijou Cafe

Probate and Pumpernickel Luncheon October 17, 2018

The Bijou Cafe
1287 First Street
Sarasota, Florida 34236

Attorney David F. Sterling will present on  on October 17,  2018 at the Bijou Cafe as part of the Probate and Pumpernickel luncheon series

 

 

 

David F. Sterling, Esq., Consultant has over 30 years of experience in the financial services, trust banking and legal professions. In addition to being a licensed attorney, David is also a licensed insurance and securities representative. He has held advanced level consulting and client advisory positions with major investment advisory, trust banking, financial and brokerage firms.

Professional Associations and Activities

(1) Recent Co-Chair for the American Bar Association’s Insurance and Financial Planning Committee
(2) Elected as a Fellow of the ABA's Foundation in recognition of his work to integrate the inter- disciplinary contributions of the legal, tax, investment and insurance to serve client interests
(3) ABA sub-committee chair for regulatory and tax reform of insurance contract settlement options
(4) Florida Bar: Active with the Trusts/Estates and Elder Law Sections
(5) Pro bono review of proposed regulations governing the promotion and sale of insurance contracts

Consulting services to individuals, their families and professional advisors regarding:

(1) Personal and family financial governance and advocacy
(2) Insurance contract analysis and solution-driven applications
(3) Integration of insurance contract and estate plan document attributes and dispositive provisions
(4) Trust and estate portfolio management consulting

 


Category Tag(s): Probate-Pumpernickel