Fiduciary Advisor Series

	Advisor Alerts		Articles and Speaking Engagements
	Estate Plannig with a Life Insurance Trust		April 2007 - TOLI Risk Management at Litigation Crossroads, Leimberg Email Newsletter
	TOLI Investment Policy Statement		September 2006 - Life Settlements Tax, Accounting and Securities Law Issues, Part 2, Estate Planning magazine
	Actuarially Defensible Policy Evaluation		August 2006 - Life Settlements Risk Management Guidance for Professional Advisors and Fiduciaries, Part 1, Estate Planning magazine
	TOLI Product Suitability		May 2006 - Introduction to Life Settlements and Ethical Guidance for Advisors, Tax Facts Ethics
	Second Opinion Consulting Service		January 2006 - TOLI Restructure Guidelines for Fiduciaries, 2006 Estate Planning Council of Portland
	Best Practices TOLI Risk Management Q&A		November 2005 - TOLI Risk Management Guidance for Professional Advisors, Leimberg Email Newsletter
	Insurance Trust Policy Valuation Statement		September 2005 - TOLI Risk Management Guidance for Professional Fiduciaries, Estate Planning magazine
	Life Settlement - An Advanced TOLI Policy Management Alternative		May 2005 – Compliance Risks: Life Settlement – Salvaging Life Insurance Policy Value, BAI Fiduciary Risk Management Conference
			May 2004 – TOLI Risk Management – Guilty Without Proof of Innocence, FIRMA Spring Newsletter
			June 2002 – Pay Attention to TOLI, ABA Trust & Investments
			February 2002 – Understanding the Risks of TOLI, FIRMA Conference
			May 2001 – Measuring, Monitoring and Ameliorating TOLI Risks, BAI Fiduciary Risk Management Conference
			May 2001 – Measuring, Monitoring and Ameliorating TOLI Risks, MOKAN Trust Conference

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