National Law Foundation
Estates, Gifts, Trusts & Tax Materials
Books, Audio CDs, DVDs, and FORMS
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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audio CDs, DVDs, and FORMS |
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Get Acrobat Reader free here.
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Drafting Life Insurance Trusts That Work Including GSTT Issues Both the CD-Rom and the text download contain the entire 153-page text in WordPerfect 11 and MS Word 2002 files and are compatible with lower versions of each.
The 153-page course book and 1.6-hour September 24, 2007 presentation give you a practical and useful explanation of what you need to know in order to properly plan and draft Irrevocable Life Insurance Trusts. Jon J. Gallo, Esq., a partner in the Los Angeles law firm of Greenberg Glusker Fields Claman & Machtinger LLP, provides a thorough and comprehensive analysis of this important topic. Topics include:όCommunity Property Issues ό Selecting And Removing Trustees insured beneficiary R.R. 79-353, TAM 8922003, PLR 8916032, PLR 9303018, Estate of Wall, R.R. 95-58 ό Three-Year Rule TAM 932300 substituting v. backdating Estate of Kurihara ό Transfer For Value Rule secondary market issue ό Basic Gift Rules term, whole life, etc. secondary market ό Crummey frequency of notices reasonable period minor beneficiaries must there be cash? can you turn power on and off? Hackl assets ό Cost Factors ό Insurance Products term whole life blended whole life universal life variable life ό Sample Irrevocable Life Insurance Trust With GSTT Provisions
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