Transfer for Value – Transactional Analysis
Friday September 14
3:00 PM EDT
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 2: Friday September 14th @ 3pm EDT Transfer for Value – Transactional Analysis
- Monroe v. Patterson
- Termination of Buy-Sell
- Switching from Stock Redemption to Cross Purchase
- Trusteed Buy-Sell
- Use of Group Term to Fund Buy-Sell
- Purchase of Policy by Retirement Plan
- Contribution of Policy to Retirement Plan
- Transfer of Policy as Collateral
- Transfer Incident to Business Sale
- Transfer Incident to Liquidation
- New Partner Transfer
- Divorce Situations
- Trust to Trust Transfers
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $.
After you pay you will be sent a link with the registration information. If you have any questions, please contact email@example.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $ for this webinar.