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Current Events (A discussion of cases, PLRs and Regs)

2008 Year-End Review (Estate Planning Update)

Current Estate Planning Topics of Interest

"Families Rethink Their Estate Plans", Wall Street Journal, October 10, 2007

Living Wills and Terri Schiavo

IRA Distribution Chart

IRA Inheritence Trust/Beneficiary-Controlled Trust
New Final Minimum Distribution Rules (A discussion of the 2002 Final Regulations)
Jeffrey B. Linden has joined Maroko and Landau in 2007
Maroko Landau News 2009
 

May 2009

  • Mark Landau and Marc Melamed will present a workshop on Estate Planning Strategies Seminar to an insurance agency.
  • Mark Landau will present the workshop, Questions Every Client Needs to Answer to the NAIFA Ann Arbor group.
  • Mark Landau and Marc Melamed will present a workshop on IRA beneficiary designations to an insurance agency.
  2008
 

January 2008

  • Jeffrey Sharp and Mark Landau will present a workshop at the NAIFA CE Day
  • Mark G. Landau and Gary Schwarcz will present a workshop on buy/sell agreements an insurance agency.
  • Mark G. Landau and Marc D. Melamed will present an Ethics workshop to an insurance agency.

February 2008

  • Mark Landau and Gary Schwarcz will present a workshop on buy/sell agreements to a life insurance agency.
  • Mark Landau will present a workshop on charitable giving techniques to an insurance agency
  • Mark Landau will present a workshop on Buy/Sell Agreements to an insurance agency
  • Mark Landau recently presented a sales workshop to an insurance agency in Brighton, Michigan.

March 2008

  • Mark Landau and Marc Melamed will present an Estate Planning Strategies seminar to an insurance agency.
  • Jeff Sharp and Mark Landau will present a workshop on Medicaid Planning Strategies to an insurance agency
  • Mark Landau and Marc Melamed presented an Estate Planning Strategies workshop to an insurance agency.

April 2008

  • Marc Melamed and Mark Landau will present a workshop on Ethics to an insurance agency.
  • Mark Landau and Marc Melamed will present a seminar to an insurance agency re. IRA Beneficiary Designations
  • Mark Landau and Gary Schwarcz will present a workshop on LLCs at the NAIFA CE Day.
  • Mark Landau and Jeffrey Sharp will present a seminar to an insurance agency on Your Client Died – Now What.
  • Mark Landau and Marc Melamed will present a workshop on Creative Uses of Life Insurance to an insurance agency.
  • Mark Landau and Marc Melamed presented a seminar to insurance agents entitled Who Should be the Beneficiary of Your IRA?
  • Mark Landau and Gary Schwarcz presented two workshops on LLC’s, in addition to the workshop for the NAIFA CE Day
  • Mark Landau is giving a client presentation

May 2008

  • Mark Landau and Marc Melamed will present a workshop on IRA beneficiary designations to two insurance agencies.
  • Mark Landau and Marc Melamed will present a workshop on IRA beneficiary designations at a NAIFA-Michigan CE Day.
  • On May 22, 2008, Maroko and Landau will sponsor a seminar on Ethics. Invitations will be sent out in April, 2008. Save the Date.
  • Mark Landau and Marc Melamed will present a seminar to insurance agents entitled Your Client Died – Now What?
  • Mark G. Landau presented a workshop on Estate Planning Strategies to a group of CPAs and accountants.

June 2008

  • Mark Landau and Marc Melamed will present a workshop on IRA beneficiary designations to an insurance agency.
  • Mark Landau will present a workshop on Estate Planning Strategies to an insurance agency.
  • Mark Landau and Marc Melamed will present a workshop on Estate Planning Strategies to an investment firm.
  • Mark Landau and Marc Melamed will present two workshops on Creative Uses of Life Insurance to an insurance agency.

July 2008

  • Mark Landau and Marc Landau will present a workshop on creative uses of life insurance to an insurance agency.

August 2008

  • Mark Landau and Marc Melamed will present a workshop on Creative Uses of Life Insurance to an insurance agency.
  • Mark Landau and Gary Schwarcz will present a seminar on buy/sell agreements to an insurance agency.
  • Mark G. Landau will present a seminar entitled “Questions Every Client Needs to Answer” to an insurance agency.

September 2008

  • Mark Landau will present a one-hour seminar titled Questions Every Client Should Answer to an insurance agency.
  • Mark Landau will present an IRA workshop to an insurance agency
  • Mark will be presenting Questions Every Client Needs to Answer to two different agencies on several dates.

October 2008

  • Mark Landau and Gary Schwarcz will present a seminar on buy/sell agreements to an insurance agency.
  • Mark Landau and Marc Melamed will present a workshop on Creative Uses of Life Insurance to an insurance agency
  • Mark Landau will present a workshop on IRA beneficiary designations to a group of CPAs.
  • Mark Landau and Marc Melamed will present two workshops on Ethics to an insurance agency.

November 2008

  • Mark Landau will present a one-hour seminar “Questions Every Client Needs to Answer” At the NAIFA/SFSP CE Day\
  • Mark G. Landau and Gary Schwarcz will present a 3-hour seminar on Buy/Sell Agreements.
  • Mark Landau and Marc Melamed will present a workshop on Answers Every Client Needs to Answer at the NAIFA CE Day.

December 2008

  • Mark Landau and Marc Melamed will present an Ethics Seminar to an insurance agency.
  2007
 

**Mark Landau will present a brief tax update on the 2nd Tuesday of every month for an investment firm.

January, 2007

  • Mark Landau and Marc Melamed will be presenting three seminars on Ethics to financial planning firms.
  • Mark Landau is presenting a debriefing on IRA beneficiary designations at an insurance agency.

February, 2007

  • Mark Landau and Marc Melamed will be presenting two seminars on Ethics to Insurance Agencies.
  • Mark Landau will be presenting a seminar on Creative Uses of Life Insurance to an insurance agency in Flint, Michigan

March, 2007

  • Mark Landau and Marc Melamed are presenting an Ethics seminar at an insurance agency.
  • Mark Landau will be presenting a life insurance class to an insurance agency.
  • Mark Landau and Marc Melamed will be presenting a seminar on Ethics for an insurance agency.
  • Mark Landau and Jeff Sharp will be presenting a workshop on post-mortem planning issues.

April, 2007

  • Mark Landau and Jeffrey Sharp are presenting a Medicaid Seminar at an insurance agency.
  • Mark G. Landau will be presenting a workshop on Buy/Sell Agreements for a financial planning agency.
  • Mark Landau presented an estate planning update to an Oakland county business.

May 2007

  • Mark Landau will be presenting the seminar “Your Client Died – Now what” to an insurance agency
  • Mark G. Landau is participating in a financial planning symposium.
  • Maroko and Landau will be presenting a seminar on IRA Beneficiary Designations. Invitations will be sent out in April, 2007. Save the Date.
  • Mark Landau and Marc Melamed will present a workshop on Ethics to an investment firm.

June 2007

  • Mark G. Landau, Jeffrey Sharp and Marc Melamed will be presenting a seminar on Estate Planning Strategies for an insurance agency.
  • Mark Landau and Jeffrey Sharp will present a workshop on Medicaid Planning Techniques at an insurance agency
  • Mark Landau and Marc Melamed will present a workshop on Ethics at an insurance agency.

July, 2007

  • Mark Landau will be presenting a life insurance class to an insurance agency.
  • Mark Landau, Jeffrey Sharp, and Marc Melamed will present a workshop on IRA Beneficiary Designations to an insurance company.
  • Mark Landau will present a workshop to an insurance agency on estate planning review

September, 2007

  • Mark Landau will be presenting a life insurance class to an insurance agency.
  • Mark Landau will be presenting a workshop on buy/sell agreements to an insurance agency.
  • Mark Landau, Jeffrey Sharp and Marc Melamed will present a workshop entitled ‘Your Client Died – Now What?” to an insurance company, Marc Melamed and Mark Landau will present an Ethics seminar to a financial planning firm, and Mark Landau and Gary Schwarcz will present a workshop on buy/sell agreements to an insurance agency.
  • Mark Landau will present a seminar entitled “Your Client Died – Now What” to a financial planning firm
  • Marc Melamed will present a seminar on Ethics to financial planners .

October, 2007

  • Maroko and Landau will be sponsoring an Estate Planning Strategies seminar at the Sheraton Detroit Novi on October 11, 2007 from 8:30 a.m. to 11:30 a.m. Presenting the seminar will be Mark G. Landau, Jeffrey R. Sharp, and Marc D. Melamed.
  • Mark Landau and Gary Schwarcz will present a workshop on buy/sell agreements to an insurance company.
  • Mark G. Landau and Maroko and Landau, P.C. will sponsor a continuing education seminar on Estate Planning Strategies at the Detroit Sheraton Novi Hotel
  • Mark Landau will present a workshop on IRA beneficiary designations to an insurance agency.

November 2007

  • Mark Landau will present a workshop on Your Client Died at the NAIFA CE Day
  • Mark Landau will present a workshop on Estate Planning Strategies to an insurance agency.
  • Mark Landau will present a workshop on Estate Planning Strategies to an insurance agency.
  • Mark Landau and Gary Schwarcz are presenting a tax update to the B’nai B’rith Accountant’s Guild.

December, 2007

  • Mark Landau will be presenting a life insurance class to an insurance agency
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