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The complexity of life insurance puts many litigators at a disadvantage when disputes reach the
stage of legal action. In addition, special rules often apply if policies are part of a retirement
plan or other tax-favored entity.


Even the methods of paying for life insurance—especially split-dollar and outside premium
financing—can affect an outcome. Tax implications are another factor.

Lance  is one of few professionals who knows how these pieces work both alone and in
conjunction with estate and financial planning. In many situations, the plan the client bought or
the manner in which he purchased it was inappropriate.


In other cases, the right product was sold in the right way but the purchaser was still unhappy.

Lance wrote the book on life insurance that accountants and financial planners
read to prepare for CPE certification.

Lance uses his expert knowledge and vast experience to offer advice, opinions, and testimony to
attorneys, accountants, and other individuals facing life insurance litigation.


Lance Wallach's side has never lost a case.

LIFE INSURANCE LITIGATION
O F F I C E  o f  L A N C E   W A L L A C H
www.lifeinsurancelitigation.net  | 516-938-5007
LIFE INSURANCE
L
ITIGATION
O F F I C E  o f  L A N C E   W A L L A C H
www.lifeinsurancelitigation.net  | 516-938-5007

National Office
Direct: 516-938-5007
Email: lawallach@aol.com
LIFE INSURANCE LITIGATION
O F F I C E  o f  L A N C E   W A L L A C H
www.lifeinsurancelitigation.net  | 516-938-5007

National Office
Direct: 516-938-5007
Email: lawallach@aol.com