Avatar Avatar

Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act



Watch Now!
Recording and Slides are Available Here .


Lee Slavutin & Bob Keebler: Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act
In this fast-paced webinar, Lee Slavutin and Bob Keebler will review and comment on a number of important life insurance planning strategies that are presented after the Tax Cuts and Jobs Act. Their webinar will cover the following topics:

    • What to do with existing life insurance policies;
    • Using the increased gift tax exemption to exit from split dollar and premium financing;
    • Using the increased gift exemption to move policies from retirement plans to insurance trusts and eliminate estate taxation of the insurance proceeds;
    • Allocating the increased GST exemption to insurance trusts that are not completely exempt;
    • Allocating the increased GST exemption to the GRAT’s remainder beneficiary trust;
    • Split dollar opportunities in C corporations with the new low 21% tax rate;
    • Using GRAT’s to exit from split dollar plans;
    • How to integrate life insurance planning with the section 199A deduction;
    • Using life insurance to enhance planning under section 6166 deferral;
    • Obtaining tax refunds on life settlement transactions completed in the last three or four years


    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.

    Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.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 $129 for this webinar.

Forgot Password?

To become a LISI member Click Here



Avatar

Paul Hood

November 15, 2018 4:00 PM EDT - 5:30 PM ET ET

Structuring Defined Value Clauses in Trust Transfers: Formula Allocations and Price Adjustment Clauses:

More Info
Avatar

Bob Keebler

November 15, 2018 2:00 PM EDT - 3:30 PM EDT ET

199A and Specified Service Businesses

More Info
Avatar

Alan Gassman

November 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

November 29, 2018 1:00 PM EDT - 2:30 PM ET ET

199A Planning Strategies & 2018 Return Preparation: What Advisers Have to Know Before Year-End

More Info
Avatar

Paul Hood

November 29, 2018 3:00 PM EDT 4:30 PM EDT

Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge

More Info
Avatar

Bob Keebler

November 30, 2018 1:00 PM EDT - 2:30 PM EDT

Do's and Don'ts of 199A Planning

More Info
Avatar

Chuck Rubin

November 30, 2018 3:00 PM ET - 4:30 PM EDT

Florida Homestead Law Made Easy – Well, At Least Easier

More Info
Avatar

Bob Keebler

December 06, 2018 1:00 PM EDT - 2:30 PM EDT

An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer

More Info
Avatar

Paul Hood

December 6, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

More Info
Avatar Avatar

Alan Gassman, Chris Denicolo

December 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes

More Info
Avatar

James P. Weller, JD, LL.M

December 13, 2018 3:00 PM EDT - 4:30 PM EDT ET

A Deep Dive into the Proposed Regulations for Qualified Opportunity Funds: What Surfaced and What Didn’t

More Info
Avatar

Bob Keebler

December 14, 2018 3:00 PM EDT - 4:30 PM EDT ET

Year-End Proactive Planning Ideas

More Info
Avatar

Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

More Info
Avatar

Bob Keebler

December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Seliing a Business

More Info
Avatar

Mike Jones

January 4, 2019 3:00 PM EDT - 4:30 PM ET ET

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

More Info