How we help our clients "picture" social significance

Article Abstract:

The authors discuss techniques useful in estate planning particularly for clients with 5 to 50 million net worth who may benefit from the use of vehicles such as irrevocable trusts which own life insurance for the purpose of estate tax exclusion. A technique for presenting planning information to clients is the focus of the discussion.

Statistical Data Included, Life insurance, Trusts and trustees, Trustees, Trusts (Law)

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Prudent practices with private split dollar

Article Abstract:

The authors discuss the estate planning uses of private split dollar life insurance in light of two favorable IRS letter rulings concerning gift and estate tax issues. Estate planners should investigate clients' economic situations and that of their beneficiaries before recommending the use of this method of funding life insurance.

Laws, regulations and rules, Transfer taxes, Split-dollar life insurance, Split dollar life insurance

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Virtual estate plans in the new millennium

Article Abstract:

The benefits of married persons residing in common law states electing to treat property as community property for estate planning purposes is discussed. State statutes, particularly Alaska's are examined.

States, Alaska, Community property

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