Gender

Male

Location

Carrollton, TX

Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

Steven Weinstein, JD, LL.M. 20 Yr Attorney Seeking A New Opportunity. Experienced in ERISA, Wills, Trusts, Tax, Litigation & Life Ins Planning. Dallas/Fort Worth Area Legal Services Past Corporate Vice President - Case Development Manager at New York Life Advanced Planning Group Managing Attorney/Corporate VP at The Nautilus Group of New York Life Employee Benefits Attorney at Ernst & Young see all Education Southern Methodist University Dedman School of Law Whittier Law School University of Southern California Recommendations 2 recommendations Edit Connections 500+ connections Websites + Add a website Twitter + Add a Twitter account Public Profile http://www.linkedin.com/pub/steven-weinstein-jd-ll-m/7/9a2/315Edit Share PDF Print NEWAdd sections Add sections to reflect achievements and experiences on your profile. Summary Edit ERISA and qualified retirement plan attorney specializing in designing retirement plans for high income / high net worth individuals. Specialties 412(e)(3) plans, Defined Benefit Plans, Defined Contribution Plans, Attorney Management and Training. Experience + Add a position Corporate Vice President - Case Development ManagerEdit New York Life Advanced Planning Group Privately Held; 10,001+ employees; Financial Services industry March 2010– March 2012 (2 years 1 month)Advanced Planning Group, Dallas,Texas At NYLIC Advanced Planning Group, I managed the day to day workflow of all incoming Estate and Business Planning cases submitted by NYLIC agents. Ask for recommendations Managing Attorney/Corporate VPEdit The Nautilus Group of New York Life 1997– March 2010 (13 years)Dallas/Fort Worth Area Managed staff of 8 attorneys who worked on Estate and Business Planning cases submitted by elite Nautilus Member agents. 2 new recommendations for this position Manage Employee Benefits AttorneyEdit Ernst & Young Partnership; 10,001+ employees; Accounting industry March 1995– November 1996 (1 year 9 months) Provide a brief description Ask for recommendations AttorneyEdit Roberts Law Group (Sole Proprietorship) January 1995– August 1995 (8 months) Tax Litigation Attorney Ask for recommendations Intern AttorneyEdit US Department of the Treasury 1994– 1994 (less than a year) Provide a brief description Ask for recommendations Honors and Awards + Add an honor or award Remove Section American Jurisprudence Award - Estate Planning Edit Lawyers Cooperative Publishing May 1992 |Whittier Law School Managing Editor - Law Review Edit Whittier College Law Review August 1993 |Whittier Law School Skills & Expertise Edit + Add a skill Defined Benefit Pensions Employee Benefits ERISA Retirement Executive Compensation Estate Planning Succession Planning Insurance Annuities Business Planning Tax Education + Add a school Southern Methodist University Dedman School of Law Edit LL.M., Tax Law 1993 – 1993 You can add activities and societies you participated in at this school. No recommendations for this education Request Recommendations Whittier Law School Edit JD, Law 1990 – 1993 Activities and Societies: Graduated top quartile, Managing Editor Whittier Law Review This education is associated with: •2 Honors and Awards No recommendations for this education Request Recommendations University of Southern California Edit BS, Public Science 1985 – 1990 You can add activities and societies you participated in at this school. No recommendations for this education Request Recommendations Recommendations + Ask for a recommendation Managing Attorney/Corporate VP The Nautilus Group of New York Life 2 new recommendations for this position: Edit “I worked with Steve for many years and was deeply impressed with his intelligence and almost uncanny understanding of qualified plans, as well as other tax issues. He knew his field and also how to apply what he knows. He also was well able to communicate what he knows to those who rely on his expertise.” March 28, 2012 1stPhilip Cubeta, Chief of Staff, The Nautilus Group, an initiative of New York Life Insurance Company managed Steven indirectly at The Nautilus Group of New York Life “Extremely knowledgeable, reliable, and personable, Steve has a solid work ethic and was a "go to" consultant for critical and time sensitive matters. Steve played many roles including that of people manager. He was highly rated by management and well respected by his peers and direct reports. It was a great pleasure working with Steve.” March 28, 2012 1stGerald Gaeta, Advanced Planning Field Support Manager, New York Life managed Steven at The Nautilus Group of New York Life

I am interested in

Career opportunities