Webinar on Insurance Trusts

Wolters Kluwer, CCH is sponsoring a webinar entitled, Insurance Trusts: Practical Planning and Practice Development Ideas for Lots of Clients, Tuesday, October 28, 2014, at 2 pm Eastern. Provided below is a description of this webinar:

Life insurance trusts have been a key component of estate and financial plans for decades. With the increased importance of income taxes relative to estate taxes, many clients will benefit from the use of grantor trust swap powers, tax free build up inside life insurance policies held by trusts, and the income shifting opportunities these trusts can provide.

Discussion topics include:

• A practical review of how recent tax law changes and planning conventions have changed
• How to help clients plan for existing and new irrevocable life insurance trusts (ILIT)
• How to provide additional planning services to clients in the new tax environment
• Resources to support with financial and estate planning

***There will be a Q&A Session at the end of the presentation.

Special thanks to Brian Cohan (Attorney at Law, Law Offices of Brian J. Cohan, P.C.) for bringing this webinar to my attention.