Split-dollar rollout via deferred gift to a grantor life insurance trust
Article Abstract:
The use of split-dollar life insurance in estate and tax planning is the subject of this article which includes detailed planning advice related to the use of qualified personal residence trusts and intentionally defective irrevocable trusts.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1999
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Investment counseling
Article Abstract:
The author discusses the need for investment education for retirement plan participants in light of the increased complexity of retirement investing.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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New tax rules accommodate an improved standard of care for trustee investing
Article Abstract:
The author discusses tax rules regarding the prudent investor standard as applied to investment trustees and their standard of care.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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