Lee J. Slavutin

Lee J. Slavutin
Alma mater
Occupation
  • Entrepreneur
  • Life Insurance Advisor
  • Author/Speaker
Organization
  • Stern Slavutin 2, Inc.
Spouse(s) Debra C. Slavutin
Website sternslavutin.com

Lee J. Slavutin is an entrepreneur, author and speaker in the areas of life insurance and financial planning.

He was born in Melbourne, Australia, in 1951. He trained as a medical doctor with a specialization in pathology, and practiced pathology at Lenox Hill Hospital from 1979 to 1982. In 1983, Slavutin changed careers to become a life insurance advisor. He is the co-founder of Stern Slavutin 2, Inc., which provides life insurance and estate planning advisement in New York City. He is also a Jewish scholar.[1]

Slavutin has served as director of the Estate Planning Council of New York and serves on the editorial advisory board of Tax Hotline.[1] He was inducted into the Estate Planning Hall of Fame in 2014 by the National Association of Estate Planners and Councils.[2]

He is the author of A Guide to Life Insurance Strategies, an accounting textbook.[3] Slavutin has written articles for Stephan Leimberg’s LISI Newsletter,[4] as well as for Financial Advisor Magazine,[5] Financial and Estate Planning,[6] and Practitioners Publishing Company.[7]

In 1990, Slavutin testified for the New York State Senate,[8] and in 1994 he worked with the United States General Accounting Office[9] to evaluate insurance company rating firms.

He has also been a speaker for the American Bar Association[10] and the American Institute of Certified Public Accountants.[11]

Slavutin has been quoted in The Wall Street Journal,[12] The New York Times,[13] Forbes,[14] BusinessWeek,[15] Bloomberg Personal Finance,[16] Kiplinger’s Personal Finance,[17] The Baltimore Sun,[18] The Daily News,[19] and Accounting Today.[20]

References

  1. 1 2 Stern Slavutin. http://www.sternslavutin.com. Retrieved December 18, 2014.
  2. ↑ NAEPC Hall of Fame 2014. http://www.naepc.org
  3. ↑ "Book Entry." http://www.worldcat.org. Retrieved December 18, 2014.
  4. ↑ "Slavutin on French v. Wachovia Bank." Steve Leimberg's Newsletter Archive #1960. http://algibbons.com. May 12, 2014.
  5. ↑ "Special Handling." Financial Advisor Magazine. http://www.fa-mag.com. October/November 2007.
  6. ↑ Slavutin, Lee and Kirsner, Stuart. "Last Chance to Maximize Pension Benefits, Tax Deductions Under the Old Tax Law." Financial and Estate Planning, Commerce Clearing House. December 1996.
  7. ↑ Slavutin, Lee. "Medigap Insurance- What Your Clients Should Know." Tax Action Memo, Practitioners Publishing Company. September 2, 1994.
  8. ↑ "Who Guards the Guardians? An Inquiry into the Policies And Practices Of Firms Engaged In Rating Insurance Companies." New York State Senate Finance, Consumer Protection and Insurance Committees' Hearing. November 26, 1991.
  9. ↑ "Comparison of Private Agency Ratings for Life/Health Insurers." www.gao.gov. September 1994. Page 30.
  10. ↑ "Heckerling 2012 Report." American Bar Association. http://www.americanbar.org. Pages 123-126.
  11. ↑ "Lee Slavutin Search Results." American Institute of Certified Public Accountants. http://www.aicpa.org
  12. ↑ Silverman, Rachel Emma. "Life Insurers Face Backlash Over Policy on Foreign Travel." http://online.wsj.com. May 4, 2006.
  13. ↑ Treaster, Joseph B. "A Tale of Unraveled Fortune." http://www.nytimes.com. May 25, 1997.
  14. ↑ Coolidge, Carrie. "Insurance Tax Traps." Forbes. http://www.forbes.com. June 12, 2000.
  15. ↑ Hoffman, Ellen. "Nursing Homes Don't Have to Break You." http://www.businessweek.com. November 20, 2000.
  16. ↑ Brenner, Lynn. "In Sickness and In Health." http://www.lynnbrenner.com/bloombergpf January/February 2002.
  17. ↑ Kosnett, Jeff. "When Cash Value Life Insurance Makes Sense." Kiplinger's Personal Finance. April 1993. Page 65.
  18. ↑ Stewart, Janet Kidd. "Tapping Life Insurance for Cash." The Baltimore Sun. http://articles.baltimoresun.com. November 19, 2006.
  19. ↑ Metzler Lavan, Rosemary. "Raking Over Insurance Rating Firms.” The Daily News. December 4, 1991. Page 29.
  20. ↑ "Split Dollar Valuation Crackdown." http://www.accountingtoday.com. October 1, 2002.
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