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How to Undo An ILIT, If You Really Have To

Over the past few years, our clients' estate and life insurance planning have become far more complicated than they bargained for. Even if clients' personal situations and objectives were relatively static, which is a bold presumption, factors such as uncertain estate taxation, changes to split-dollar rules, and an investment environment that has impacted negatively on both clients' cash flow and
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Over the past few years, our clients' estate and life insurance planning have become far more complicated than they bargained for. Even if clients' personal situations and objectives were relatively static, which is a bold presumption, factors such as uncertain estate taxation, changes to split-dollar rules, and an investment environment that has impacted negatively on both clients' cash flow and the performance of their life insurance policies, have caused stress cracks in the foundations of

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