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Developments in Life Insurance Planning

Thursday, September 5, 2019 • 1:00 - 3:00 p.m. ET

Many older life insurance products are performing poorly, and newer products have become increasingly sophisticated and personalized. At the same time, the significant increase in estate tax exclusion has changed the role of life insurance in many estate plans away from providing liquidity for estate taxes. This combination of factors makes it important to review the role of life insurance in current estate plans.

Discussion Highlights:

  • Consideration in reviewing a life insurance portfolio
  • Income tax planning with insurance and use of private placement
  • Fixing or terminating existing irrevocable life insurance trusts and issues when policies are transferred
  • Developments with private split dollar insurance plans
  • Premium financing

The 2019 Trust and Estate Planning Briefing/Webinar series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.


  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 Continuing Education Credits


ABA Professional Certifications is reviewing this program for continuing education credits for the live program and the recording.

The Certified Financial Planners Board is reviewing this briefing/webinar for continuing education credits. Recordings are not eligible for CFP credits.

CPE logoThis group-live event is being reviewed for CPE credits for CPAs . Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? Please contact Linda Shepard / Cari Hearn for more information.

 Pricing & Purchasing


Live Briefing or Recording
​ABA Member • $265
Non-Member • $395

Registration information available soon.

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.



  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs

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 About ABA Briefings