Michael Amoia
Vice President, Advanced Markets,
Valmark Financial Group
Michael has over 32 years of advanced estate and business planning experience working with numerous high-net-worth families across the globe. Although Michael has been involved in the implementation of many of the most complex planning techniques frequentl y considered by high-net-worth families, he is best known for his unique expertise in the taxation of life insurance transactions and the very intricate tax and non-tax issues that cross multiple jurisdictions and disciplines.* Michael is a national speaker on various estate and business planning topics and the author or co-author of numerous articles, including: the Interplay of 409A and Split Dollar, Utilizing Private Split Dollar in Estate Planning, Irrevocable Life insurance Trusts in Times of Tax and Legal Uncertainty, Insurance LLC for Buy-Sell Planning, Taxation of Trust Owned Deferred Annuities, Life Insurance
Planning for Real Estate Clients, and Complexities of Life Insurance Policy Valuation. Michael holds a BS in Economics from George Mason University, a Juris Doctor from the University of Baltimore School of Law— graduating Cum Laude, and an LL.M. in Taxation and Certificate in Estate Planning from Georgetown University Law Center.
Michael Amoia's Sessions
- January 26
- 2:30 pm
- - 3:10 pm
- Breakout Session
- January 25
- 8:45 am
- - 10:00 am
- Albertine Ballroom AB
- Main Stage Event
This session will highlight some of those key rules and how to position the idea of life insurance to lock in those benefits in case future administrations change current rules. In addition, there were a handful of key tax cases and rulings that you need to know as you work with clients. In all, knowing the rules will create opportunities in 2026 and beyond.
