(0) items in cart
total: $0.00
 

Estate Planning
Irrevocable Life Insurance Trusts: Practical Planning And Drafting — 1.75 Ohio General Credits

This 1.75-hour March 23, 2010 program by Louis A. Mezzullo, Esquire, a partner in the Rancho Santa Fe, CA offices of the Luce Forward law firm, provides a practical description of how to properly plan and draft Irrevocable Life Insurance Trusts, one of the most successful ways to save Federal estate taxes.

Major topics include:

• Introduction To Irrevocable Life Insurance Trusts

• Planning Considerations

• Qualifying For The Annual Exclusion

• Gift Tax Consequences To Beneficiaries

• Income Tax Consequences To Beneficiaries

• Estate And GST Consequences To Beneficiaries

• Drafting Issues

  designing the agreement

  using proceeds to pay taxes

  creating flexibility

FORMS: To download forms relating to these topics, please go to www.NLFforms.com

 

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

Price: $37.00
: (required)
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 3/23/2012
FL — 2 General Credits, Course # 21822, Exp Date 5/5/13
GA — 1.8 General Credits, Expires 12/31/12
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/Estate Planning Specialization, Expires 8/31/2012
MO — 2 General Credits
MT — 1.75 General Credits
NJ — 2.1 General Credits
NM — 1.8 General Credits, taped 3/23/10
NY — 2 Skills Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
OH — 1.75 General Credits
PA — 1.5 General Credits
TN — 1.75 General Credits, Expires 7/31/2012
TX — 1.75 General Credits, Expires 6/30/2012
UT — 1.5 General Credit, Expires 12/31/12
VA — 2 General Credits, Expires 10/31/12
WA — 1.75 General Credits — Activity ID #255820
WV — 2.1 General Credits
Tell a friend about this.
subscriptions
 

Live Support


Live support is available Monday-Friday 9:00 a.m. to 5:00 p.m. Eastern Time. Our FAQs may address your question.
Call 302-468-9369
 
 

Recorded Audio/Video
CLE Courses


Many states also permit CLE credits to be earned by study of audio/video tapes, audio CDs and/or DVDs. To see our recorded CLE courses go to www.nlfcle.com.
 

Email Newsletter

Be the first to know about state requirements, live seminars, self-study products and more.


Jurisdictions (check all that apply):