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Should my Life Insurance be Owned in a Trust?; Attorney Considerations, Tax Consequences and Logistics

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Date Published

May 11, 2021

Publisher

Westchester County Bar Association

Subjects

Taxation

Questions

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Summary

David will review the pros and cons of having an irrevocable trust own a life insurance policy. A brief review of the types of life insurance and which are generally better suited for trust ownership and under which circumstances. Case studies will be provided.

Discussions will include 1-how to "transfer" a policy to a trust, 2-tax consequences of such transfers and subsequent policy withdrawals and/or payment of proceeds and 3-trustee fiduciary duty and importance of periodic policy reviews.

This will be a mid-level to advanced seminar. Ideally suited for trust & estate attorneys, family advisors, trustees and tax attorneys.

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Presenters

David Bruckman, Esq., MS Tax, CLU, TEP


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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Slide deck copy
Handout
Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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