irrevocable life insurance trust

• 

  IRS Greenlights ILIT Replacement Policies

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 20, 2011

  The IRS has held that a grantor’s power to substitute a policy in an ILIT for another policy of equal value will not result in estate inclusion

• 

  Graegin Loans: Estate Liquidity Solution

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  October 26, 2011

  Do you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.

• 

  The Exemption to the Rule

  By Darin Gibson  |  August 24, 2011

  The long-awaited Tax Relief Act of 2010 is providing an unprecedented opportunity through the end of 2012 for everyone—not just the ultra-wealthy—to benefit from short-term tax breaks impacting gifting and estate planning.

• 

  Appeals Court Greenlights Charitable Formula Clause

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  August 19, 2011

  The 9th U.S. Circuit Court of Appeals recently upheld the validity of a charitable formula clause.

• Strategies to create a lasting boomer legacy

  By Jill Westfall  |  January 1, 2007

  Lee Pelko, 45, a Certified Financial Planner with Rodgers and Associates in Pennsylvania, and her husband Anthony, 48, are in the process of finalizing their...