With Apologies to David Letterman, The Top Thirty (or so) List of Both Personal and Business Insurance Planning Mistakes: And How to Avoid (or at Least Fix) Them MP#

    By Lawrence Brody and Mary Ann Mancini

    With Apologies to David Letterman, The Top Thirty (or so) List of Both Personal and Business Insurance Planning Mistakes: And How to Avoid (or at Least Fix) Them MP#

    With Apologies to David Letterman, The Top Thirty (or so) List of Both Personal and Business Insurance Planning Mistakes: And How to Avoid (or at Least Fix) Them MP#

    By Lawrence Brody and Mary Ann Mancini

    DO YOUR CLIENTS CREATE TAX PROBLEMS WHEN BUYING OR TRANSFERRING LIFE INSURANCE POLICIES? DO YOU KNOW LIFE INSURANCE LOANS CAN CAUSE TAX PROBLEMS? PROGRAM INFORMATION This presentation will focus on a series of life insurance planning mistakes which are commonly made both in an estate planning and in an employee benefit context. ...
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    DO YOUR CLIENTS CREATE TAX PROBLEMS WHEN BUYING OR TRANSFERRING LIFE INSURANCE POLICIES?DO YOU KNOW LIFE INSURANCE LOANS CAN CAUSE TAX PROBLEMS? PROGRAM INFORMATIONThis presentation will focus on a series of life insurance planning mistakes which are commonly made both in an estate planning and in an employee benefit context.In addition to identifying the common mistakes, the presentation will also offer suggestions for:
    • How to avoid those mistakes in planning for the use of life insurance in a client's estate plan or in an employment context;
    • How to avoid the "Goodman Triangle" that can cause life insurance proceeds to disappear into the gift tax;
    • How to handle and learn about problems if a business owns insurance on an owner with a controlling interest;
    • How to address traps in dealing with split-dollar arrangements.

    Product Details

    Sponsors

    Section of Real Property, Trust and Estate Law

    Product Code

    5430514MP3

    Publication Date

    2/1/2010 12:00:00 AM

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