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Life Insurance: Purchase Arrangements Including Split-Dollar — 1.75 Ohio 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

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $37.00
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Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order 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
DE — 1.8 General Credits , Expires 5/12/2012
FL — 2 General Credits, Course #70110, Expires 1/7/12
IL — 1.75 General Credits
IN — 1.8 General Credits, Expires 7/31/2012
KY — 1.75 General Credits, expires 6/30/12
LA — 1.75 General Credits, Expires 8/31/2012
ME — 1.75 General Credits , Expires 5/12/2012
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 Professional Practice Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
OR — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 7/31/2012
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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