Strategies Used to Support Life Insurance to Pay Estate Tax Liabilities (PDF PPT ONLY)

Speakers: Chris Erblich

Year: 2011



Explore the sophisticated use of life insurance to solve issues relating to large estate and business succession planning. The discussion will include real case studies involving multiple techniques for funding large death benefits designed to provide estate tax liquidity. The use of life insurance coupled with an IDIT sale to solve a client's business succession planning will be covered.

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