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An Interview with Al Gibbons - The American College.
Copyright, 2007. All rights reserved.
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80/20 Estate Planning
Excerpts of a televised interview by the Life/Health Television
Network.
Copyright, 1998. All rights reserved.
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80/20 Estate Planning - 13 Part Radio Series,
North American Broadcast Company
Show 1
Topic - Estate Planning - What is it? Who needs
it?
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Outline
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Track 1
Track 2
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Guests - Michael E. Thomas - Michael E. Thomas,
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P.C., David M. Frees, III, Esq. - Unruh, Turner, Burke &
Frees, P.C.
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Show 2
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Topic - "The Estate Planning
Team"
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Outline
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Track 1
Track 2
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Guests - Brent Lipshultz - KPMG Peat Marwick,
LLP
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Lawrence S. Chane, Esq. - Blank, Rome, Comisky & McCauley,
LLP
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Show 3
Topic - Wills
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Outline
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Track 1
Track 2
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Guests - Kevin Danyi, JD, CLU - Danyi,
Thompson, &
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Barrett, P.C. Suzanne Hecht, Esq. - Haney & Hecht
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Show 4
Topic - Current and ongoing
implementation
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Outline
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Track 1
Track 2
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Guests - J. Michael Hickox, Esq., Sanford J.
Mall - Mall
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& Associates
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Show 5
Topic - Trusts
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Outline
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Track 1
Track 2
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Guests - Thomas M. Forrest, Sr. Vice President
- US
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Trust Company of Delaware, Norris P. Wright, Partner - Morris
James
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Show 6
Topic - Retirement Planning Strategies
(Qualified Plans & IRA's)
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Outline
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Track 1
Track 2
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Guests - Theodore T. Kurlowicz, MA, JD, LUM,
CLU,
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ChFC, AEP - The American College, John J. McFadden, Esq. - The
American College
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Show 7
Topic - Business Succession
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Outline
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Track 1
Track 2
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Guests - Clifford D.Schlesinger, Esq. - Wolf,
Block,
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Schorr & Solis-Cohen, Brian K. Titus, JD, LUM, CLU, ChFC -
Phoenix Life
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Show 8
Topic - Business Owners
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Outline
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Track 1
Track 2
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Guests - Michael P. Haney, Esq. - Haney &
Hecht
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Brian K. Titus, JD, LUM, CLU, ChFC - Phoenix Life
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Show 9
Topic - Charitable Giving
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Outline
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Track 1
Track 2
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Guests - John C. Hook, Esq. - Stradley, Ronon,
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Stevens & Young, LLP, Stuart P. Sullivan, Vice President -
Temple University
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Show 10
Topic - The use of Insurance in Estate
Planning
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Outline
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Track 1
Track 2
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Guests - Alan J. Mittelman, JD, CLU - Spector,
Gadon
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& Rosen, P.C., Brian K. Titus, JD, LUM, CLU, ChFC - Phoenix
Life
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Show 11
Topic - Estate Administration
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Outline
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Track 1
Track 2
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Guests - Dennis R. Urffer, CPA - Resnick,
Amsterdam,
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Leshner, P.C., Scott S. Small, J.D. - Mellon Private Asset
Management
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Show 12
Topic - Sophisticated Trust Strategies
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Outline
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Track 1
Track 2
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Guests - David M. Frees, III, Esq. - Unruh,
Turner,
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Burke & Frees, P.C., Edwin R. Boynton, Esq., Partner -
Stradley, Ronon, Stevens & Young, LLP
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Show 13
Topic - Post Mortem Planning
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Outline
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Track 1
Track 2
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Guests - Hal S. Hershgordon, JD, CPA/PFS
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Frank R. Demmerly, Jr., Esq. - Archer & Greiner
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