Life Insurance Planning: Cahill, Tax Cuts and Jobs Act, and More
Speakers:Lee Slavutin, Richard Harris and Martin Shenkman
Course Description: Life insurance has always been an important component of many estate and financial plans. Despite the changes of the 2017 Tax Act, insurance will retain its importance. But planning has changed: Clients are questioning many old plans, new non-grantor trust planning will affect the relationship of the traditional ILIT to the estate plan, and much more. What proactive steps should advisers suggest to clients now? The recent Cahill case has created a ruckus in the planning community. What did the Court provide and how will that effect future planning?
There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.