EPCSED Meeting: Tax Bill Update from an Estate Planning Perspective
Presentation:
Tax Bill Update from an Estate Planning Perspective
Presented By:
Stephen Alloy is Field Director of Pacific Life’s Advanced Designs Unit, a highly recognized team of advanced-markets experts in the life-insurance industry. He answers questions, presents virtual and in-person presentations, and produces informational materials for financial professionals about advanced markets topics, such as estate planning, charitable giving, and business planning.
With over 40 years’ experience in law and insurance planning, Stephen joined Pacific Life’s Advanced Designs Unit in 2024. Previously, he served on the Advanced Markets team at Mutual of Omaha for over 16 years after a two-decade career combining law and financial services practices. His primary focus in his practice was business-succession planning and general business planning along with real estate and estate planning.
Stephen graduated from the University of Iowa with a BA in English/Creative Writing and earned his juris doctor degree at Loyola University of Chicago School of Law. He then earned his MBA from the J.L. Kellogg Graduate School of Management, Northwestern University. He is admitted to the state bars of New York and Illinois.
In his spare time, Stephen enjoys performing improv comedy, working on his comedy podcast, and spending time with his wife, Theresa, and their three grown children and one grandchild.
Sponsors:
A special thank you to our generous 2025 sponsors:
.jpg)
Meeting Schedule:
7:30 a.m. - 8:00 a.m.: Networking
8:00 a.m. - 9:00 a.m.: Speaker presentation
Meeting Registration:
Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.
Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply."
Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!
