life insurance trusts

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  Estate Planners: 9 Months Left for Tax-Free Transfer of $10 Million

  By Gil Weinreich, AdvisorOne  |  March 30, 2012

  Financial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.

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  Pitfalls of Serving as Trustee for Client’s Life Insurance Trust

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  November 4, 2011

  Trusts offer tremendous advantages over a bare life insurance policy, but how far should you go to assist your clients with their life insurance trusts?

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  Court OKs Crummy Crummey Powers

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  October 14, 2011

  Although this taxpayer came out unscathed, proper Crummey gifting remains an essential aspect of life insurance trust administration.

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  Agents Allege Carrier Complicity in CHOLI Scheme

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  July 13, 2011

  Aviva knew of insurance policies, agents say, and add that nothing illegal was done.