About Us

Alan Breus, CLU, ChFC
A member in good standing with The Appraisers Association of America

Education

• BA, The New School, New York City
• Intensive Appraisal Certificate Study, New York University – Intern, Jersey City Museum of Art
• CLU, Chartered Life Underwriter, American College of Life Underwriters, Bryn Mawr, PA
• ChFC, Chartered Financial Consultant, American College of Life Underwriters, Bryn Mawr, PA

Appraisal Studies

• Legal and Ethical Aspects of Appraising
• IRS Legal Guidelines in Valuation
• Research Methods for Appraisers
• Uniform Standards of Professional Appraisal Practice (USPAP)

Professional Experience 1967 - Present

• Non-Cash Gift Appraisal Services with reference to Fine Art, Insurance, Estate Planning
• East Coast Division Insurance advisor to Legg-Mason Securities, 2003 - 2005
• Financial resource committee Kennesaw State Univ. 2002-2004, Atlanta, GA
• Board of Advisors, Business Division, JNF, New York City
• Prior Member-Development Board, American Red Cross-SE Division (Atlanta)
• Advisor/Appraiser for non-cash donations to Northwestern University, Chicago
And several additional charitable organizations
    Various industry and trade awards and honors

Publications

LIFE insurance: What's It Worth? (And Who Says?) Journal of Accountancy, January 2008
    www.aicpa.org/pubs/jofa/jun2008/life_settlement.htm
Virtues and Evils of Life Settlements Journal of Accountancy, June 2008
    www.aicpa.org/pubs/jofa/jun2008/life_settlement.htm
Reassuring Your Insurance Donor Wealth Management Business, January 2008

Speaking Engagements Chesapeake Bay Planned Giving Council Greater Bay Area Planned Giving Council San Joaquin Valley Planned Gifts Council

Conference Sponsorships 2008 National Conference on Planned Giving 2009 National Conference on Planned Giving Greater Bay Area Conference on Planned Giving