Life Insurance Trusts

Tax Bill-Estate and Gift Tax Changes

Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no other
significant changes made to the estate and gift tax rules.  Continue reading

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques. (Recorded on 9/14/2016)

Advanced Estate Planning Techniques, pt. 5/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax planning strategies, including irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), and family limited liability companies (FLLCs).

Estate Planning for Business Owners, Q&A session, pt. 7/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and answer session.

Estate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of grantor retained annuity trusts (GRATs) and irrevocable life insurance trusts (ILITs) in estate planning for business owners.… Continue reading

Understanding Indexed Universal Life Insurance

Listen to Wayne M. Zell, Esq., discuss how indexed universal life insurance works and whether it is right for you.

Premium Financing-Pros May Outweigh Cons

Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses and non-profits seeking to retain key employees.

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