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Irrevocable Life Insurance Trusts: Practical Planning And Drafting
Irrevocable Life Insurance Trusts: Practical Planning And Drafting

 

DVD and Course Book

The course book and DVDs of this 1.75-hour March 23, 2010 program by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of McKenna Long & Aldridge LLP, provide a practical description of how to properly plan and draft Irrevocable Life Insurance Trusts, one of the most successful ways to save Federal estate taxes.

Major topics include:

ü Introduction To Irrevocable Life Insurance Trusts

ü Planning Considerations

ü Qualifying For The Annual Exclusion

ü Gift Tax Consequences To Beneficiaries

ü Income Tax Consequences To Beneficiaries

ü Estate And GST Consequences To Beneficiaries

ü Drafting Issues

• designing the agreement

• using proceeds to pay taxes

• creating flexibility

FORMS: To download forms relating to these topics, please go to www.NLFforms.com

BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

 
Price: $99.00