Richard M Starr
Senior Advanced Planning Consultant @Axonic Insurance
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WORK HISTORY
Senior Advanced Planning Consultant @Axonic Insurance
EDUCATION
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
Boston University School of Law
Master of Laws, Tax Law/Taxation
Boston University School of Law
Master of Laws (LL.M.), Taxation
Boston College Law School
Doctor of Law (J.D.)
SKILLS
ABOUT RICHARD M STARR
Provide Advanced Planning Services including case support to financial planning firms, brokerage firms, insurance organizations, financial planning and life insurance professionals - generally remote.· Direct support: estate/gift/income tax laws, retirement, philanthropic estate/charitable giving planning, business planning, estate planning, wealth planning, wealth protection planning, legacy planning, life insurance, annuities, and associated techniques and planning tools (including trusts – irrevocable, revocable, charitable, etc.· Support financial and wealth transfer technical, educational, marketing and training needs; · Recentlyo Consultant to RIA firm ranked in the top 100 0f Wealth Managers Examples of training and educational materials (monthly Lunch & Learn/white papers crafted for wealth advisors and staff of RIA firm: Secure Act 2.0 Highlights (ppt), Estate Tax Basics (ppt), Philanthropic Estate Planning (ppt), The Federal Gift Tax (ppt), Important Estate Planning Documents (ppt), Trust Basics I and II (ppt), Long-Term Care: Essential Component of Retirement and Life Planning,(ppt), Life Insurance Policies 101 Key Attributes From Term Life Insurance to Permanent Life Insurance (ppt), Spousal Lifetime Access Trust: The SLAT An Estate Planning Technique Rising to the Occasion (white paper),The Charitable Remainder Trust – Doing Well by Doing Good: A Planning Tool for the Times (white paper), CTA (Corporate Transparency Act; Basis Issues and Irrevocable Trust Planning, etc.· Continuing consultancy to top Insurance Professionals working with the Asian community – U.S. and China and Taiwan, use of life insurance, dynasty trust planning, business planning, international insurance, trust planning, etc. for HNWI· Continuing consultancy to partner of 3rd largest Law Firm in China - trust planning, business continuation, wealth preservation, life insurance, business planning, etc.· Consultant to Foreign National Advisory Alliance – insurance, estate, wealth preservation, legacy, wealth transfer, business succession, business-to-business, etc. planning for foreign nationals, green card holders, visa holders, entrepreneurs, families – generally China HNW oriented.
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