Summary
In an era of the unlimited marital deduction, portability and historically high estate tax exemptions and gift tax annual exclusion amounts, one might be tempted to conclude life insurance isn't really necessary anymore. Nothing could be further from the truth. There remain numerous situations, unrelated to generating liquidity to pay estate tax, in which life insurance can play an invaluable role. In this teleconference, we will examine:
- Numerous important uses for life insurance
- Proper life insurance beneficiary designations
- Life insurance trusts
- Life insurance income tax traps
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSB, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSB, then you will be charged a $100 cancellation/materials fee.
Archive Note: CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
| State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |  |  |  |