A Trust and Estate Attorney's Perspective. Life Insurance and the Ultra-Affluent Family

Chris Erblich is a member of the financial services industry team at the law firm of Husch Blackwell. He will draw from his more-than 20 years of working with ultra-affluent families to share how to successfully integrate life insurance into their estate plans. Erblich will also discuss common errors in high-net-worth plans and solutions for fixing them.

Complex made Simple: Working with High-Net-Worth Clients – US icon

Building on his Main Platform presentation, Chris Erblich will walk through three real life case studies demonstrating various techniques used by high-net-worth clients. He will illustrate his approach to working with affluent families and why he thinks it has been well received. Finally, he will discuss how he communicates with clients, what they are truly focused on and what he has learned from them over the years.

Biography

Chris E. Erblich is a member of the financial services industry team at the law firm of Husch Blackwell LLC. He concentrates his practice on sophisticated estate planning, business succession planning and tax planning for high-net-worth clients and business owners. He is a certified public accountant and previously worked for the accounting firm KPMG. He is frequently sought out by other professionals, including fellow CPAs, lawyers and financial service professionals, to develop creative planning solutions for complex situations. Erblich has delivered more than 100 presentations to groups of lawyers, CPAs, financial service professionals and business owners. He frequently speaks on estate and business planning techniques for high-net-worth families.

2400 East Arizona Biltmore Circle, Suite 1200 Phoenix, AZ 85016

Phone: 480.824.7900