Understanding Life Insurance as Part of an Estate Plan

This session will summarize the key tax and estate planning benefits that can be achieved by carefully incorporating a life insurance policy in a client’s estate plan. In addition, it will address the differences between term and permanent life insurance, determining who should be the owner and beneficiary of the life insurance policy, how best to fund a trust-owned life insurance policy, and avoiding the troublesome “transfer-for-value” rule.

Originally presented as part of the Estate Planning Boot Camp.

Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P1801-24R-07

$35.00 or 0.50 credits

Qty: decrease increase

Expiration Date-12/01/2026

Afton L. Gauron, Croke Fairchild Duarte & Beres, Chicago

Overview
Specifications

Expiration Date-12/01/2026

Afton L. Gauron, Croke Fairchild Duarte & Beres, Chicago

Products specifications

Category	Estate Planning & Probate
Program Date	12/03/2024

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