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Developments in Life Insurance Planning

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

2.5 CTFA

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.

This webinar is an excellent business development opportunity; invite outside counsel to attend this informative program at your location.

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

Speakers:

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

 

 Continuing Education Credits

 

ABA Professional Certifications has approved this program for 2.5 CTFA continuing education credits for the live program and the recording.

The Certified Financial Planners Board has approved this webinar for 2.0 continuing education credits. Recordings are not eligible for CFP credits.

CPE logoThis group-live event is eligible for 2.0 CPE credits for CPAs (Specialized Knowledge). 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: www.nasbaregistry.org.

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

 

 Purchase

 

Live Webinar or Recording


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

Suite Savings!
The recorded program is also available as part of the 2019 Trust & Financial Advisor Services Recorded Webinars Suite.

 

 Audience

 
  • 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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