Designed for personal financial planning professionals, this webcast covers:
Advanced strategies in buy-sell agreements
Life insurance trusts
Hybrid life/long-term care insurance policies
In this session, you'll learn:
How to buy/sell agreements after Connelly
The impact of Connelly on redemption agreements
Switching to cross-purchase agreements
Avoiding transfer for value
Funding life insurance trusts with large gifts
Using the large current lifetime gift tax exemption
Avoiding modified endowment contracts
Review the 3 major types of long-term care insurance products
Key Topics
Buy/sell