In this conference call, Dennis Sandoval discusses the facts and ruling of PLR 200636086. In addition, he will present an overview of the grantor trust rules and transfer for value rules, as they apply to irrevocable life insurance trusts.
Showing posts with label Transfer for Value;. Show all posts
Showing posts with label Transfer for Value;. Show all posts
Monday, January 11, 2010
Avoiding the Transfer for Value Rule on Sale of Life Insurance to an ILIT
From the American Academy of Estate Planning Attorneys website:
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