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.◀︎ Back to All Trusts & Estates