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In-Person Program
 
What Every Lawyer Should Know About Life Insurance Planning for Businesses & Individuals

Strategies your clients cannot afford to overlook

Product Number: 2100445P01
Date(s): Thursday, 8/5/2010, 8:30 am to 12:30 pm
Location: MCLE Conference Center, Lower Level Seminar Room, Boston (directions)
CLE Credits: 4 substantive credits, 0 ethics credits
Register | FAQs | Related Products

Life insurance plays a vital role in business and estate planning, as well as in retirement planning for businesses and individuals. The expert panelists guide you through a description of the wide variety of life insurance products, and the strategies for using them to solve a host of problems for your clients. With ample opportunity for interaction between panel members and participants, this program enables you to learn firsthand from the experts the important rules for life insurance planning for businesses and individuals.

You will learn...

  • The differences between term insurance, whole life insurance, universal insurance, guaranteed universal insurance, and blended policies
  • What is guaranteed in each of these policies
  • How to use life insurance as part of an estate plan to help pay estate taxes and administration expenses
  • The difference between second to die life insurance and single life insurance
  • The placement of life insurance in an irrevocable trust
  • How the estate receives proceeds to pay estate taxes, loan and/or purchase assets
  • How to maintain the life insurance trust with withdrawal notices
  • How to maintain life insurance in a qualified plan
  • How to purchase life insurance on a tax-deductible basis
  • How much life insurance can be owned by various retirement plans
  • How to remove life insurance from a qualified plan before death
  • How to use life insurance to fund a buy-out
  • The tax advantages and disadvantages of paying for life insurance
  • How to fund the cost of life insurance to fund a buy-out agreement

Agenda and written materials

  • Differences Between Various Life Insurance Products
  • Using Life Insurance as Part of an Estate Plan To Help Pay Estate Taxes and Administration Expenses
  • Life Insurance in Qualified Plans
  • Using Life Insurance To Fund a Buy-Out
  • "Ask the Experts" Q&A Session

Faculty

Fees

  • MCLE Sponsor Members ....$195
  • New lawyers admitted to law practice after 2005, pending admittees and law students ....$145
  • All Others ....$225

 
General Information

Product Number: 2100445P01
Date(s): Thursday, 8/5/2010, 8:30 am to 12:30 pm
Location: MCLE Conference Center, Lower Level Seminar Room, Boston (directions)
CLE Credits: 4 substantive credits, 0 ethics credits
Register | FAQs | Related Products

Related Products

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Audio CD: What Every Lawyer Should Know About Life Insurance Planning for Businesses & Individuals
Nonmember: $135.00; Sponsor: $125.00 		Add to cart
OnDemand mp3 Recording: What Every Lawyer Should Know About Life Insurance Planning for Businesses & Individuals
Nonmember: $135.00; Sponsor: $125.00 		Add to cart
OnDemand Webcast: What Every Lawyer Should Know About Life Insurance Planning for Businesses & Individuals
Nonmember: $135.00; Sponsor: $125.00 		Add to cart
Program Materials: What Every Lawyer Should Know About Life Insurance Planning for Businesses & Individuals
Nonmember: $105.00; Sponsor: $95.00 		Add to cart