Insurance Pitfalls in Estate Planning

Date: Monday, March 4, 2019
Time: 5:00pm - 7:30pm
Location: Orange Tree Golf Club
Speaker: Kristin Bulat, JD, LL.M., Partners Financial

 

In this presentation, Kristin Bulat of NFP will walk the audience through common pitfalls that she sees with clients and their correlation between life insurance and estate planning.  As a JD and member of NFP, she has been in the unique position of seeing both sides of the equation and helping advisors across the country avoid major ones moving forward.  Kristin will be able to walk the audience through simple items to address, as well as more complex nuances that occur.

 

Presenter: 

     Kristin Bulat, SVP Strategic Resources

Kristin is a Tax Attorney with a J.D. and an L.LM. in Taxation.  As SVP of Strategic Resources, Kristin heads up the team that provides resources and support to the firms of NFP and PartnersFinancial, including product knowledge, underwriting advocacy, and advanced sales.  Kristin supports member firms both in her capacity as the head of Strategic Resources but also as a tax lawyer by providing guidance on sophisticated wealth transfer plans.

Prior to joining NFP, Kristin worked as Associate Counsel for John Hancock, Co for 8 years where she helped shape corporate legal strategy and developed a reputation as an industry leader in her field.  She began her career as a tax attorney in Boston.  Throughout her career, Kristin has been responsible for implementing complicated tax plans for individuals while guiding business development. 

Kristin is a sought-after speaker within her industry and travels regularly in that capacity.  Kristin is a member of the PartnersFinancial Board and serves on Diversity Task Force, which looks to expand diversity in the life insurance industry, the Editorial Board, which is responsible for content for AALU, and the Issues Alliance Committee, which tracks Federal legislation and its potential impact on the life insurance industry.  

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