Transfer for Value – The Thorn on the Rose
Larry Brody & Steve Leimberg: Transfer for Value – The Thorn on the Rose
Spinning Gold into Straw is never a good thing! Yet ignorance, inattention, or arrogance with respect to everyday (and seemingly innocuous) life insurance transactions can easily result in turning millions of dollars of income tax free life insurance into a taxable event – and perhaps an unwinnable and highly expensive and embarrassing lawsuit!
In their exclusive, 2-part LISI webinar, Larry Brody and Steve Leimberg will cover the following topics:
PART 1: Thursday September 13th @ 3pm EDT: The Transfer for Value Rule, Its Exceptions, and Potential Costs
- Basics of the Rule
- Exceptions to the Rule
- “Transfers” Defined
- “Consideration” Defined
- Life insurance transactions involving transfers of policies or interests in policies
- Cost of Violating the Rule with No Safe Harbors
Link for Bundle of Parts 1 and 2
There will be no CE for this webinar
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