Description

The primary purpose of the committee is to recommend policy to the AALU Board on issues affecting estate, charitable and business continuation planning. The committee members bring the marketplace expertise to help, with AALU counsel, staff and industry partners, arrive at legislative or regulatory approaches to protect legitimate practices from legislative or regulatory risk or address abusive practices which could pose threats  to advanced life insurance planning. Most issues require continuous monitoring and frequent reevaluation  of strategy. A second purpose of the committee is to indentify topics and speakers for AALU’s Annual Meeting,  educational and hot topic webinars, and other forums which will be of greatest benefit to AALU members who practice in this area of advanced life insurance planning. The committee operates through a series of monthly conference calls and special conference calls or meetings on an as-needed basis.

Key Issues

Primary focus on estate tax legislation; and input on other issues, such as tax reform and stranger-originated life insurance.

Committee

Chair:  Kenneth R. Samuelson

Members

Broader Issues