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Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act



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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


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