What You'll Learn
The estate and tax planning landscape is is changing dramatically for a great many families with the passage of the Big Beautiful Tax Act and the fact that a great many life insurance policies and trusts were put into place with reference to an estate tax threat or buy sell arrangement…
Tom Dickson
Financial Experts Network
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The estate and tax planning landscape is is changing dramatically for a great many families with the passage of the Big Beautiful Tax Act and the fact that a great many life insurance policies and trusts were put into place with reference to an estate tax threat or buy sell arrangement that are different or no longer needed.
Join respected thought leaders—Barry Flagg and Alan Gassman—for a cutting-edge, practical session on how these changes impact trust, family, creditor protection and other planning that has and will continue to involve life insurance and other issues related to high-net-worth families and their advisors.
What You’ll Learn
- Understand the new rules and opportunities for life insurance policy owners and prospective owners in the wake of the Big Beautiful Tax Act.
- Irrevocable Life Insurance Trusts (ILITs): Discover the modern role of ILITs, including when to keep, modify, or decant existing trusts and when to buy policies out of Trusts and convert them to other uses.
- Funding Strategies: Explore alternatives such as split dollar arrangements, income-producing assets in trusts, and merging or decanting other trusts to fund life insurance efficiently.
- Income Taxation & Transfer for Value Rules:
- Learn the latest on grantor vs. non-grantor trust status, transfer for value pitfalls, and how to avoid costly mistakes.
- Types of Policies & Conversions:
- Get practical guidance on term vs. permanent policies, conversion options, and possible policy exchanges.
- Buy-Sell Agreements & Estate Tax Planning:
- Update your approach to buy-sell agreements and key person coverage and how to structure these in light of new estate tax realities.
- Creditor Protection & State Law:
- Review which states offer full creditor protection for permanent life insurance and how to maximize protection for your clients.
- Portability Allowance & Estate Tax Exemption: See how to leverage the portability allowance and maximize estate tax exemptions for married couples who may not realize that they need to do this.
- Modernization & Engage Best Practices: Learn how to modernize existing trusts, implement trust protector provisions, and ensure compliance with the latest tax and legal requirements.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, EU, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.