Mitch Stein Featured in Long Island Business News Article
Mitchell S. Stein, TEP was recently featured in a Long Island Business News article entitled “Wealthy Tap Life Insurance as Asset Long Before Payout”. As a member of the Society of Trusts and Estates Practitioners and Senior Client Advisor in the Private Client & Executive Life Insurance practice at Chernoff Diamond, Mitch shared how he and his team utilize sophisticated and proprietary life insurance strategies as an effective tool for wealth transfer, succession planning and to facilitate estate tax reduction for high net worth clients. The article was featured in the May 2016 issue of Long Island Business News.
Subscribers can read the article here.