'Life insurance trust' presentation slideshows

Understanding & Drafting Irrevocable Trusts

Understanding & Drafting Irrevocable Trusts. Presented By: WealthCounsel , LLC Bill Conway www.wealthcounsel.com. Good Morning!. Introductions Name? From? Practice experience? Hobbies/Interests? Why EP 203?. Good Morning!. EP 203 significantly overhauled Overview

2.12k views • 173 slides

A Fistful of Dollars: Financial Underwriting in the Real World

A Fistful of Dollars: Financial Underwriting in the Real World. Anastasia Ammon, FLMI, ACS, AALU VP Underwriting & Chief CI Underwriter US & Canada Optimum Re Insurance Company September 10 th , 2007. As an Underwriter When the Premium is Large and it is a high-profile case

1.08k views • 58 slides

TOLI REVIEW Fiduciary Issues Helping Your Client Expanding Your Practice

578 views • 47 slides

A Matter 0f Trust

A Matter 0f Trust. Jim Bird , CFP, CLU, CH.F.C., FLMI, J.D., LL.B.,TEP Regional Tax & Estate Planning Consultant Burlington, Ontario. Estate Planning Principles. Protect and control assets Maintain flexibility Retirement plan

540 views • 41 slides

Sale of an Income Producing Asset To A Grantor Trust

Sale of an Income Producing Asset To A Grantor Trust. Prepared for Mr. & Mrs. James Smith. The Concern. Your estate will be subject to estate tax at death. Making lifetime gifts may result in gift & income taxes. Maintaining control of assets is important.

238 views • 15 slides