Life Insurance Planning

Ensuring the proceeds of your life insurance are distributed to the people and organizations you care about, as you intended, is something we care about. Life insurance is a fairly common tool and it can be well leveraged as part of a broader estate plan.

Our services include advice on acquisition of life insurance, including single insured and second-to-die policies, in the context of estate planning and business planning, use of irrevocable life insurance trusts, advice concerning various premium financing arrangements and advice on Section 101(j) and transfer-for-value issues to avoid income taxation of proceeds. Recent illustrative experiences include:

View related pages to find out more about our trust and estates practice and how we support individuals and families with legacy planning.

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