Still Nervous About That Insurable Interest

For years, advisors have gone blissfully along in their planning for families and business owners, devising wonderfully helpful trusts and solving liquidity needs with the use of life insurance. Often these techniques are combined, especially in the context of irrevocable life insurance trusts (ILITs.) Because these transactions are almost always between (by blood, marriage or business) parties, one

For years, advisors have gone blissfully along in their planning for families and business owners, devising wonderfully helpful trusts and solving liquidity needs with the use of life insurance. Often these techniques are combined, especially in the context of irrevocable life insurance trusts (ILITs.) Because these transactions are almost always between “related” (by blood, marriage or business) parties, one of whom is the insured in those situations involving the purchase of life insurance,

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish