Name: Track 1: The Trustee Wants Answers: Handling NEW Life Insurance Inquiries and Settlement Valuation
Start: 2026-10-09T08:45:00-1000
End: 2026-10-09T10:00:00-1000

WELCOME TO NACBA’s MEMBERS-ONLY FALL WORKSHOP IN MAUI, HI!

Track 1: The Trustee Wants Answers: Handling NEW Life Insurance Inquiries and Settlement Valuation

Friday October 9, 2026 8:45am - 10:00am HST

Aulani Ballroom | Jade & Plumeria

Chapter 7 and Chapter 13 trustees are ramping up inquiries and demanding deeper disclosures regarding debtor life insurance policies—with an increasing focus on term life insurance. While standard practice has long treated term policies as having zero equity or estate value, trustees are looking closer at potential secondary market opportunities.

This session equips consumer bankruptcy practitioners with the practical strategies needed to navigate these expanding trustee demands. Attendees will learn how to handle aggressive policy information requests, distinguish how trustees evaluate term versus permanent coverage, and utilize life settlements as an innovative tool to uncover, evaluate, and monetize policy value within the bankruptcy process.

Speakers

Ed Boltz

Partner, Law Offices of John T. Orcutt PC

Mr. Boltz received his B.A. from Washington University in St. Louis in 1993 and his J.D. from George Washington University in 1996. He is a member of the North Carolina State Bar, where he has been certified as a specialist in consumer bankruptcy law. He is admitted to practice before... Read More →

Kara Gendron

Owner, Mott & Gendron Law

BIOGRAPHY

Kara K. Gendron is a bankruptcy attorney and co-owner of Mott & Gendron Law in Harrisburg, Pennsylvania. Since 2001, she has focused exclusively on representing individuals, farmers, and small business owners in Chapter 7, 12, and 13 bankruptcy cases, with experience in Chapter 11... Read More →

Scott Etish

President, Advanced Markets, Coventry

Scott Etish is Vice President, Advanced Markets at Coventry, where he workswith attorneys and fiduciaries who advise high-net-worth clients on complexestate and financial planning matters. Mr. Etish specializes in helping legal andfinancial professionals unlock the hidden value of... Read More →

Friday October 9, 2026 8:45am - 10:00am HST
Aulani Ballroom | Jade & Plumeria

Track 1

NACBA's Members-Only Workshop 2026

Ed Boltz

Kara Gendron

Scott Etish

Attendees (5)

Get help with the event

NACBA's Members-Only Workshop 2026

Ed Boltz

Kara Gendron

Scott Etish

Attendees (5)

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