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Transfer for Value – Transactional Analysis



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Recording and Slides are Available Here


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


Link for Bundle of Parts 1 and 2

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