If you are interested in better understanding;
- How a Private Placement Life Insurance Policy can provide significant tax benefits to Ultra-High Net Worth (UHNW) and High Net Worth (HNW) clients
- Why it is important to update the administration of the Spousal Lifetime Access Trusts (SLAT’s) you’ve drafted the past 2 years; and
- How you and a client can take advantage of the tax favored “Living Benefits” of a Life Insurance Policy while alive
Then this program is for you!!!
Faculty: Martin M. Shenkman Esq, CPA, Martin M. Shenkman, PC; Steve Horowitz Esq.; Henry Montag CFP, The TOLI Center East
Martin Shenkman Esq, CPA: 2022 Planning; Biden Green Book proposal and other recent developments; Administration of all the SLATs you Created in 2020 and 2021, as well as Smart Trust design. Martin will also provide us with what’s being discussed in the estate planning arena.
Steve Horowitz Esq.: How Private Placement Life Insurance (PPLI) can be used to offset any Proposed Tax Increase for the UHNW & HNW client to provide either with a tax advantaged death benefit as well as living benefits. Steve will provide a recent update on the legislative front.
Henry Montag CFP: How Life Insurance, in addition to providing a death benefit, also provides 4 distinct tax advantaged ‘Living Benefits’ most clients and advisors are unaware of.