Monthly Case Studies

Over the course of the past years, Paul Phelan has been getting concepts, white papers and legislative updates out to a growing network of CPAs, Attorneys and Business Consultants about Executive Benefit and Estate Planning Issues along with other Employee Benefit, Commercial Insurance and Risk Management issues.  These have been a helpful tool by which EC&S has kept our clients and professional network up to date on the Executive Benefits risks we see in the market.  He found out these monthly notes were being used as a learning or discussion tool in offices and professional groups as a study piece on ideas about business transfer issues and estate planning.

With that in mind, Paul re-worked these monthly notes into case studies or business arguments for effective risk management that can be shared in your office and study groups or use as teaching tools to the next generation of associates in your office.

2017 Case Studies:

2016 Case Studies:

2015 Case Studies:

If you have any questions or if you would like to receive these monthly case studies, please email Paul at

Leave a Reply

Your email address will not be published. Required fields are marked *