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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.
David J. Winkowski, Esq., Stradley, Ronon, Stevens & Young, LLLP, Malvern