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Irrevocable Life Insurance Trusts Line by Line: A Detailed Look at Irrevocable Life Insurance Trusts and How to Change Them to Meet Your Clients’ Needs

Product details:

Format: Book with CD-ROM
Brand: Aspatore
Copyright: 2011
ISBN: 9780314274212
Service #: 41118462
Pages: 200
Shelf Space: 1 in.
Publication frequency: As needed
Update method: No updating

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Irrevocable Life Insurance Trusts Line by Line: A Detailed Look at Irrevocable Life Insurance Trusts and How to Change Them to Meet Your Clients’ Needs

100021073

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100021073
100021073
Book with CD-ROM
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Irrevocable Life Insurance Trusts Line by Line provides a detailed look at irrevocable life insurance trusts and how to change them to meet your clients' needs. It explains the reasoning behind the various clauses in a trust agreement and notes those that may be customized and those that should be included as is. Topics include:

  • Estate taxes
  • Gift taxes
  • Generation-skipping transfer taxes
  • Incidents of ownership
  • The "three-year rule"
  • Annual exclusion gifts

An included CD provides searchable versions of the book and a sample agreement.