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The Federal Income Tax Treatment of Life Insurance Policies - Click to Listen to Larry's description



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This webinar will discuss and analyze a variety of Federal income taxation relating to the ownership of and transactions with life insurance policies, including
 
  • The definitions of life insurance
     
  • Modified endowment contracts

  • The taxation of policy dividends
     
  • Loans, withdrawals
     
  • Surrenders or lapses
     
  • Policy sales
     
  • The taxation of life insurance death benefits
     
  • Non-taxable exchanges of policies.


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Lawrence Brody is a Partner of Bryan Cave LLP, an international law firm, resident in the St. Louis office. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He has been an Adjunct Professor at Washington University School of Law since 1968, teaching Estate Planning and Drafting, a visiting Adjunct Professor at the University of Miami Law School, teaching a course on Life Insurance, and is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series.


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