Trust and Estate Planning with Life Insurance

course

COURSE INFO

  • Available Until 9/7/2020
  • Next Class Time 11:00 AM MT
  • Duration 60 min.
  • Format MP3 Download
  • Program Code 0117622


Course Price: $65.00
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COURSE DESCRIPTION

Insurance is a sophisticated financial product which can be used creatively by estate planners to reduce tax liability, protect client assets, and achieve non-tax goals, including retention of family control of a business and charitable giving.  Insurance is also an effective tool for resolving liquidity concerns when estate or gift taxes are owed on illiquid assets or death triggers the payment of certain debts.  This program will provide you with a practical guide to sophisticated estate planning techniques using insurance to reduce taxes, resolve liquidity concerns, shield assets and achieve other client goals.