ILIT

What, Me Worry? Using Life Insurance to Simplify Legacy Planning and Minimize Conflicts for Blended Families.

Topics: Estate planning, ILIT, Trusts

Thursday October 29, 2015WRM#15-40 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-­aways, for AALU members, clients and advisors....

Crummey Powers – Crummy or Essential? It’s More Than Just Moving Paper.

Topics: Estate planning, ILIT, Transfer taxes, Trusts

Thursday, July 2, 2015WRM#15-24 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…

The Changing Tax Paradigm – The Basics of Basis and the New Need for Life Insurance.

Topics: Capital gains, Estate planning, Grantor trusts, ILIT, Tax treatment, Trusts

Thursday, June 18, 2015WRM#15-22 The WRMarketplace is created exclusively for AALU Members by the AALU staff and Greenberg Traurig, one of the nation’s leading tax and wealth management law firms. The WRMarketplace provides deep insight into trends and events impacting the use of life insurance products, including key take-aways, for AALU members, clients and advisors.…