In their exclusive LISI Webinar, Lee Slavutin and Marty Shenkman will cover the following topics:

• The new tax law impacts life insurance planning in 3 ways –
  
  
• The gift/GST exemption has doubled. It is $11.4 million in 2019 and will increase with inflation until 2025. It is scheduled to return to the pre-2018 amount, adjusted for inflation, in 2026.
  
  
• Clients will be encouraged to make gifts in the next 7 years to take advantage of this temporary increase
  
  
• These gifts can be used to prefund an existing or new insurance trust and avoid annual gifts and Crummey letters
  
  
• The gifts can also be used to exit from old split dollar and premium finance arrangements
  
  
• Gifts can enable life insurance in a retirement plan to be removed from the insured’s estate
  
  
• The maximum tax rate for C corporations is 21% and the corporate AMT has been repealed.
  
  
• Split dollar arrangements in C corporations will become more popular
  
  
• The income tax rules for life settlement transactions have changed
  
  
• Some clients may be able to obtain income tax refunds

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.