Walter L. Helms (Walt) joined Nease, Lagana, Eden, & Culley, Inc. in 2008. As an Advisor, he specializes in creating customized wealth transfer plans for affluent families and business owners. These strategies include combining life insurance with appropriate transfer strategies to meet the objectives of the families and business owners. Typical plans include multiple generations and employ sophisticated techniques such as Irrevocable Life Insurance Trusts (ILITs), split dollar arrangements, Family Limited Partnerships (FLPs), installment sales and discounted assets. Additionally, Walt advises corporate clients on employee benefit plans including Non-Qualified Deferred Compensation (NQDC) plans, Supplemental Executive Retirement Plans (SERPs) and executive bonus plans.
Walt regularly speaks at local, regional and national conferences on topics including life insurance and sophisticated strategies to efficiently transfer assets over multiple generations. Walt has also taught graduate level courses for the Georgia State University’s Risk Management & Insurance department. And, he has also held teaching positions at Emory University and Oglethorpe University.
Walt received a Bachelor of Science in Management from the Georgia Institute of Technology. He continued his graduate studies at the Georgia State University earning two degrees—a Master of Taxation and Master of Science in Personal Financial Planning. He is a registered representative of M Holdings Securities, Inc.
- Certified Financial Planner
- Series 7 and 63 securities licenses
- Member of Atlanta Estate Planning Council
- Member of North GA Estate Planning Council