Guest Expert: Andy Weinhaus and Kevin KimbroughDue to unforeseen technical issues during this webinar, we are unfortunately unable to provide a replay or webinar summary. We apologize for the inconvenience and appreciate your understanding.
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A few comments from listeners when they were asked what the learned from the webinar:
Existing life insurance policies originally intended for liquidity can be used for the income taxes on large qualified plan balances or can be 1035'd to income producing policies like annuities if the estate tax is no longer an issue.
- John S.
HEMS provisions- I knew decanting but not asset swap between trusts. Many attorneys avoid that to keep the trust clean.....
- Edward D.
Defined Benefit Plan owing Life Insurance and then IDGT purchasing it and thus removing the Qualified $$ out of the estate.
- Ranga S.
Existing life insurance policies originally intended for liquidity can be used for the income taxes on large qualified plan balances or can be 1035'd to income producing policies like annuities if the estate tax is no longer an issue.
- John S.
HEMS provisions- I knew decanting but not asset swap between trusts. Many attorneys avoid that to keep the trust clean.....
- Edward D.
Defined Benefit Plan owing Life Insurance and then IDGT purchasing it and thus removing the Qualified $$ out of the estate.
- Ranga S.
Existing life insurance policies originally intended for liquidity can be used for the income taxes on large qualified plan balances or can be 1035'd to income producing policies like annuities if the estate tax is no longer an issue.
- John S.
HEMS provisions- I knew decanting but not asset swap between trusts. Many attorneys avoid that to keep the trust clean.....
- Edward D.
Defined Benefit Plan owing Life Insurance and then IDGT purchasing it and thus removing the Qualified $$ out of the estate.
- Ranga S.