James S. Aussem

James S. Aussem, is a shareholder of Cavitch Familo & Durkin, Co., LPA, a member of its board of directors and chair of the Business Practice Group. Mr. Aussem’s practice is focused on mergers and acquisitions as well as succession planning, and estates and trusts.
His talk will focus on charitable planning with existing life insurance and creative ways to leverage premium dollars into greater charitable giving. Life insurance is also examined as an asset to provide liquidity in estate planning and as a means to generate more tax free wealth to successive generations and more income to the current generation.