The following are select publications and presentations by the Treyled Life Settlements team. Members of our team have been featured speakers providing professional advisor education on life settlements throughout the country. Copies of these presentations may be provided upon request to info@treyledls.com.

publications

Publication

Life Settlements—The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan

with Michelle Graham, 28 CA Trusts & Estates Quarterly 16 (2022).

PRESENTATION AND RELATED PAPERS

The End of Life for Insurance in the Estate Plan—Death Benefit, Surrender, Lapse or Settlement?

Atlanta Estate Planning Council, November 1, 2022; Houston Business and Estate Planning Council, October 19, 2022; California Lawyers Association Trusts and Estates Section (Webinar), April 27, 2022; Rocky Mountain Estate Planning Council, March 29, 2022; Estate Planning Council of Delaware, October 6, 2021: and Tarrant County Probate Bar Meeting, September 2, 2021.

Tax and Planning Considerations for Private Placement and Split-Dollar Life Insurance

with Russell DeLibero, USC Gould School of Law 2023 Tax Institute, January 25, 2023.

Life Settlements—The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan

University of Florida Fredric G. Levin College of Law—10th Annual Florida Tax Institute, February 2, 2023; American Academy of Attorney—CPAs Annual Meeting, November 17, 2022: and Pinion Delaware Advisor and Fiduciary Roundtable, October 26, 2022.