The Benefits of Integrating Personal Insurance into Estate Planning Discussions

Speakers: Linda Bourn and Steven Kent
Date: Wednesday, April 17, 2024, 3:00pm - 4:00pm ET

About the Program

This webinar will discuss personal insurance planning for affluent families across high valued homes, autos, and collections including fine art.

Included will be recommendations on managing liability of employing domestic staff, serving on non-profit boards and how to evaluate limits of personal liability insurance.

The presenters will provide examples of listening for risk in client discussions and the importance of an interdisciplinary approach to annual risk and insurance planning especially for property owned in LLCs or Trusts.

The discussion will include an overview of personal insurance markets and insight on why policy premiums are increasing along with non-renewals across the United States.

A family insurance review case study will be used to illustrate the importance of integrating personal insurance into annual estate planning discussions, including insurance planning for young adults who are renting their first apartment, buying their first home or auto.

About the Speakers

Linda Bourn guides generational families through a holistic risk assessment to help them align risk exposures with insurance strategy. This includes experience advising family office and private trust company boards on directors and officers liability, and evaluating insurance for complex family holdings held in trusts, LLC’s and partnerships. She recently contributed chapters on family risk management in the Globe Law & Business book “Family Offices: The STEP Handbook for Advisors” and in the book "Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors” published by Wiley.

Linda holds an MBA from Babson College, and BA from California State University at Long Beach. She serves as Faculty and Risk Management Domain Chair at the Ultra High Net Worth Institute. She is a Fellow of the Family Firm Institute and member of Collaboration for Family Flourishing.

Steven Kent specializes in evaluating insurance needs for individuals and families who require a sophisticated approach to personal risk management. He regularly provides educational programs for trusted advisors on the changes in the insurance market and how to discuss asset protection through insurance risk management. He has been recognized as a Private Client Power Broker by Risk & Insurance Magazine. The award commends individuals who stand out among their peers in the areas of risk management and client service.

Steve holds a bachelor’s degree in business management from Hofstra University. He is a Leader’s Council Member of the UHNW Institute and an advisor member of Family Firm Institute.

Register Here

Registration Fees

Yearly Subscription
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

• $40 / Accredited Estate Planner® designee or Junior/Student
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member
• $250 / council meeting or group gathering