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2019 Teleconference: Contemporary Uses for Life Insurance in Estate Planning

  • Berkshire Bank 25 Main Street Lenox, MA (map)

Despite an historically high deferral and estate tax basic exclusion amount, life insurance, even if required less often than in the past to provide cash to pay estate tax, remains a critical part of the asset mix of many clients. Life insurance can provide often-needed financial security and readily accessible liquidity. Some of the aspects of life insurance that should be considered in an estate planning engagement often include:

  • Proper structuring of beneficiary designations

  • Using life insurance in business succession planning

  • Income tax traps involving life insurance policies

  • Potential opportunities with life settlements

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.