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Estate Planning
Life Insurance: Purchase Arrangements Including Split-Dollar — 1.75 Vermont General Credits

This 1.75-hour May 12, 2010 presentation by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, provides a useful explanation of various effective arrangements for the purchase of life insurance policies, including split-dollar.

Major topics include:

Using Limited Partnerships And LLCs To Own Life Insurance

• incidents of ownership issues

• avoiding the transfer-for-value rule

• avoiding the 3-year rule

• partnerships versus irrevocable trusts

Split-Dollar After The Final Regs

• economic benefit regime

• loan regime

Characterization Of Gain On The Transfer Of Policies

Third Party Premium Financing

Employer-Owned Life Insurance

FORMS: Would you like to immediately download fully editable forms relating to this topic? If so, please go to our companion web site,www.nlfforms.com

 
Need credits in multiple states? Click here first for important information.
Price: $37.00
Course Approved Credits (and Expiration Dates When Applicable):
Need credits in multiple states?
Click here first for important information.

AK – 1.75 General Credits
AZ – 1.75 General Credits
CA – 1.75 General Credits
CO – 2 General Credits, Expires 12/31/12
FL – 2 General Credits, Course #70110, Expires 1/7/12
IL – 1.75 General Credits (attorneys seeking IL credit must place their order from the Illinois page)
ME – 1.75 General Credits
MO – 2 General Credits
MT – 1.75 General Credits
NJ – 2 General Credits
NM – 1.8 General Credits, taped 5/12/10
NV – 1.5 General Credits, Course # NLFH10
NY – 2 General Credits (attorneys seeking NY credit must place their order from the New York page)
OH – 1.75 General Credits, (attorneys seeking OH credit must place their order from the Ohio page)
OR – 1.75 General Credits
PA – 1.5 General Credits (attorneys seeking PA credit must place their order from the Pennsylvania page)
TX – 1.75 General Credits, Expires 6/30/2011
VT – 1.75 General Credits
WA – 1.75 General Credits – Activity ID #259202
WV – 2.1 General Credits
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