Tuesday, September 24, 2019:
Contemporary Uses for Life Insurance in
Estate Planning
Despite an historically high deferral and estate tax basic exclusion amount, life insurance, even if required less often than in the past to provide cash to pay estate tax, remains a critical part of the asset mix of many clients. Life insurance can provide often-needed financial security and readily accessible liquidity. Some of the aspects of life insurance that should be considered in an estate planning engagement often include:
- Proper structuring of beneficiary designations
- Using life insurance in business succession planning
- Income tax traps involving life insurance policies
- Potential opportunities with life settlements
The teleconference will be held at The Institute for Advanced Learning and Research on September 24, 2019. The cost is $30 per person. Boxed lunches will be served at 12:30 p.m. with the teleconference provided from 1:00-2:30 p.m. Come for continuing education on relevant topics. Did you know you can earn
continuing education and learning credits
by attending the teleconference?
