Join us for a CE course for estate planning attorneys and CPAs. Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs, nor should it be irrationally avoided in all situations. In sum, it has its place. In this teleconference, we will address various aspects of life insurance in estate planning, including the following:
- Different Types of Life Insurance
- Numerous Purposes for Life Insurance in a Variety of Contexts
- Structuring Ownership Arrangements and Beneficiary Designations
- Selected Tax Consequences Flowing from Policy Transfers and Receipt of Proceeds
- Life Insurance Trust Administration Challenges
Join us on January 25, 2022 for an online estate planning program and earn continuing education credits for attorneys (MCLE) and/or CPAs (CPE).
CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours
