Cannon Estate Planning Teleconference: Estate Planning Uses for Life Insurance

Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs, nor should it be irrationally avoided in all situations. In sum, it has its place. In this teleconference, we will address various aspects of life insurance in estate planning, including the following:

• Different Types of Life Insurance
• Numerous Purposes for Life Insurance in a Variety of Contexts
• Structuring Ownership Arrangements and Beneficiary Designations
• Selected Tax Consequences Flowing from Policy Transfers and Receipt of Proceeds
• Life Insurance Trust Administration Challenges

To ensure the health and safety of all participants, the Cannon Estate Planning Series will be offered VIRTUALLY ONLY.

About Cannon Estate Planning Teleconferences

The industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients.

Professionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.