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Multiple Locations

New York Life

Corporate Vice President, Nautilus Advanced Planning Attorney

What You’ll Do:1) Member Agent Support - Work closely with Member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and sales issues; 2) Estate Planning Case Design - Create customized and sales focused estate planning cases that specifically address a client’s planning needs (including but not limited to estate tax computation (state and federal), estate planning document analysis, asset protection planning, special needs planning, non-citizen planning, charitable planning, and income tax planning); 3) Business Planning Case Design - Create customized business succession planning cases.

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