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The course book and DVD of this 1.75-hour March 23, 2010 program
by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of
the Luce Forward law firm, 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
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