If you have heard of Private Placement Life Insurance, and want to learn more about how it can benefit your clients, this is the presentation for you. This webinar discusses: How Private Placement Life Insuranc...
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This webinar discusses important planning issues and options that are often overlooked in a “typical” Spousal Lifetime Access Trust plan, including: Enhancing access to SLAT assets by using SPAT and DAPT va...
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In this podcast Brandon Centula, Senior Vice President and Chief Fiduciary Officer of Peak Trust Company, discusses the Fundamentals of Private Placement Life Insurance with Matt Jones, President of Legacy Capi...
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This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...
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This webinar sets the stage with a review of split-dollar life insurance planning. We follow prior cases that held against other taxpayers using similar techniques. Understanding what the taxpayer did right in ...
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In this presentation, speakers Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. explore the following questions: - How can practitioners (CPAs, wealth advisers, attorneys, insura...
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Grantor retained annuity trusts (GRATs) provide an opportunity for your client to transfer assets that are appreciating in value to the next generation with little to no income, estate, or gift tax payments bei...
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Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorably) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least underst...
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This webinar “Flexible Beneficiary Trusts” – covers a trust strategy for keeping assets protected from creditors and potential spendthrift beneficiaries while taking advantage of the generally lower incom...
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