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Estate Planning &… | Insurance Practice
Online Seminar (Audio & Video)
Online Seminar (Audio & Video)
Microsoft Silverlight
Life Insurance (Advanced Issues in Estate Planning)
1 Total CLE credits (No Ethics)
Price: $59.00 (provides online access for 3 months after purchase).
Course №:OL 1946
Course Level: Advanced
Duration: 1 Hour
Original Program Date: Tuesday, March 22, 2011
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  Item Description | Credit Information | Faculty | Course Materials
Item Description Back to top
Our panelists discuss the importance of life insurance in estate planning. Begin with a discussion of initial considerations and tips for selecting the right type of insurance vehicle for your client`s needs. Learn about the tax benefits and consequences of life insurance, particularly with regard to the federal estate tax. The mechanics of different types of life insurance trusts and advanced topics such as "Crummey" powers of withdrawal are also considered. 

This course was recorded in March 2011 at PBI`s seminar on Advanced Issues in Estate Planning. This comprehensive, in-depth program is a must attend for any experienced estate planner. Other sessions from the program are available at PBI`s Online Campus.
Credit Information Back to top
1 Total CLE credits (No Ethics)

Faculty Back to top
David J. Winkowski, Esq., Stradley, Ronon, Stevens & Young, LLLP, Malvern

Course Materials Back to top

icon_acrobatNotice about getting CLE credit changed October 2005  (1 Page, 21 KB)
icon_acrobatWritten Materials (20 Pages, 494 KB)
icon_acrobatImportant Notice Affecting Many of PBIs Online Ethics Courses (Revised November 2013)  (5 Pages, 29 KB)

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