Year of the Gift - Case Studies in Estate and Insurance Planning

Overview

Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million. Participate in this webinar and learn about several legal and insurance planning techniques that can be applied to leverage the unprecedented two year gift tax window. Among the various options that will be discussed, the program will focus on contemporary enhancements available for three time tested planning techniques: existing split dollar arrangements, private loan strategies, and sales to a defective grantor trust. These techniques will be further demonstrated and exemplified using case study examples. Listen in and ask questions that will help you to consider the options and how to benefit from this “use it or lose it” opportunity.

After viewing this webinar you will able to: 

  • Identify life insurance and estate planning techniques that should be considered. 
  • Recognize the benefits of these techniques and which options are right for you. 
  • Describe how to use 3 techniques: existing split dollar arrangements, private loan strategies, and sale to a defective grantor trust.

Date Published: Wednesday, May 11, 2011

Speaker

Peter Flemming and Hunter Ewin – Nease, Lagana, Eden & Culley

R. Mark Williamson – Wealth Planning Group

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.