Works matching DE "LIFE insurance trusts"

Results: 91

THE IMPACT OF RETIREMENT ACCOUNT DISTRIBUTIONS ON MEASURES OF FAMILY INCOME.

Published in:

Social Security Bulletin, 2013, v. 73, n. 2, p. 77

By:

Iams, Howard M.;
Purcell, Patrick J.

Publication type:

Article

IRREVOCABLE LIFE INSURANCE TRUSTS: A CONCISE GUIDE FOR FINANCIAL ADVISORS AND HUMAN RESOURCES PROFESSIONALS.

Published in:

Southern Law Journal, 2011, v. 21, n. 1, p. 1

By:

Hymson, Edward B.

Publication type:

Article

Transferring Life Insurance To and From ILITs.

Published in:

Journal of Financial Planning, 2006, v. 19, n. 8, p. 38

By:

Gallo, Jon

Publication type:

Article

Sorry, SOLI; Good-Bye ILITs?

Published in:

Journal of Financial Planning, 2006, v. 19, n. 4, p. 46

By:

Gallo, Jon

Publication type:

Article

I Hate the Trustee of My ILIT!

Published in:

Journal of Financial Planning, 2004, v. 17, n. 12, p. 28

By:

Gallo, Jon J.

Publication type:

Article

Generation-Skipping Traps In Multi-Generational Life Insurance Trusts.

Published in:

Journal of Financial Planning, 2002, v. 15, n. 6, p. 26

By:

Gallo, Jon J.

Publication type:

Article

Reader Spotcheck.

Published in:: Journal of Financial Planning, 2000, v. 13, n. 5, p. 31
Publication type:: Article

Annuities: Special Investments Whose Time Has Come, Part I.

Published in:

Journal of Financial Planning, 2000, v. 13, n. 3, p. 36

By:

Duff, Richard W.

Publication type:

Article

Irrevocable Trusts and Life Insurance: They Stand the Test of Time, Part II.

Published in:

Journal of Financial Planning, 1999, v. 12, n. 7, p. 34

By:

Duff, Richard W.

Publication type:

Article

Taking the Mystery Out of Charitable Split Dollar.

Published in:

Journal of Financial Planning, 1998, v. 11, n. 6, p. 32

By:

Duff, Richard W.

Publication type:

Article

How to Make Headlines the Hard Way, Part II.

Published in:

Journal of Financial Planning, 1997, v. 10, n. 4, p. 38

By:

Duff, Richard W.

Publication type:

Article

Avoiding Generation-Skipping Transfer Tax Traps.

Published in:

Journal of Financial Planning, 1996, v. 9, n. 5, p. 22

By:

Goldberg, William J.;
Watson, Mark T.

Publication type:

Article

ARE YOU AND YOUR CLIENTS ON THE SAME ESTATE PLANNING PATH?

Published in:

Journal of Financial Planning, 1994, v. 7, n. 2, p. 62

By:

Kirch, David W.

Publication type:

Article

A Checklist of 12 Estate-Tax-Saving Strategies.

Published in:

Journal of Financial Planning, 1990, v. 3, n. 4, p. 158

By:

McDevit, Timothy J.

Publication type:

Article

Final Regulations Issued for RMD, Part 1.

Published in:

Strategic Finance, 2002, v. 84, n. 5, p. 17

By:

Curatola, Anthony P.

Publication type:

Article

Revisions and Reconsiderations with the New Tax Law.

Published in:

Journal of Financial Service Professionals, 2018, v. 72, n. 5, p. 21

By:

Reardon, Dennis C.

Publication type:

Article

Six All-Too-Common Irrevocable Life Insurance Trust Traps.

Published in:

Journal of Financial Service Professionals, 2017, v. 71, n. 6, p. 21

By:

Parthemer, Mark R.

Publication type:

Article

IRS Issues Positive Ruling on Trust Decanting.

Published in:

Journal of Financial Service Professionals, 2017, v. 71, n. 4, p. 12

By:

Commito, Thomas F.

Publication type:

Article

The Case for Survivor Purchase Options in Estates of the "Mid-Wealthy".

Published in:

Journal of Financial Service Professionals, 2014, v. 68, n. 2, p. 50

By:

Gresham, David A.

Publication type:

Article

How to Relieve the Plight of Unskilled Irrevocable Life Insurance Trust Trustees Unfamiliar with Their Duties.

Published in:

Journal of Financial Service Professionals, 2014, v. 68, n. 2, p. 44

By:

Whitelaw, E. Randolph

Publication type:

Article

Choosing a Family Member as Trustee of an Irrevocable Life Insurance Trust.

Published in:

Journal of Financial Service Professionals, 2013, v. 67, n. 5, p. 41

By:

Cymbal, Kenneth M.

Publication type:

Article

Beneficiary Defective Trusts: The Better Insurance Trust?

Published in:

Journal of Financial Service Professionals, 2012, v. 66, n. 5, p. 47

By:

Miller, Robert C.

Publication type:

Article

Beneficiary Defective Trusts: The Better Insurance Trust?

Published in:

Journal of Financial Service Professionals, 2012, v. 66, n. 5, p. 47

By:

Miller, Robert C.

Publication type:

Article

Proposed Regulations Increase Lifetime Income Options--Part I.

Published in:

Journal of Financial Service Professionals, 2012, v. 66, n. 4, p. 31

By:

Tannahill, Bruce A.

Publication type:

Article

Uncertain Estate Liquidity Needs.

Published in:

Journal of Financial Service Professionals, 2012, v. 66, n. 1, p. 30

By:

Kozol, George B.

Publication type:

Article

Spousal Lifetime Access Trusts: Planning Opportunities Using Second-to-Die Life Insurance Policies.

Published in:

Journal of Financial Service Professionals, 2010, v. 64, n. 6, p. 50

By:

Clark, Britney Zollinger

Publication type:

Article

Private Split Dollar--One Idea, Two Scenarios, Two Solutions.

Published in:

Journal of Financial Service Professionals, 2009, v. 63, n. 5, p. 57

By:

Bates, Thomas C.;
Buslee, William R.;
Kroeger, Stephen O.

Publication type:

Article

Leveraging ILITs with Taxable Gifts versus Private Split-Dollar Loans.

Published in:

Journal of Financial Service Professionals, 2008, v. 62, n. 3, p. 43

By:

Towers, Russell E.

Publication type:

Article

Harry Potter and the Dark Arts.

Published in:

Journal of Financial Service Professionals, 2007, v. 61, n. 6, p. 34

By:

Weber, Richard M.

Publication type:

Article

STATE ELECTIVE SHARE LAWS.

Published in:

Journal of Financial Service Professionals, 2006, v. 60, n. 2, p. 27

By:

Kozol, George B.

Publication type:

Article

The Use of Nonqualified Structured Settlements in the Sale of Capital Assets.

Published in:

Journal of Financial Service Professionals, 2006, v. 60, n. 2, p. 79

By:

Craig, Steven R.;
Holler, Blake M.

Publication type:

Article

Qualified Plan Intergenerational Transfers: Leveraging a Highly Taxed Asset.

Published in:

Journal of Financial Service Professionals, 2006, v. 60, n. 2, p. 61

By:

McLaren, Mark P

Publication type:

Article

A Primer on Annuity Contracts, Structured Settlements, and Periodic-Payment Judgements.

Published in:

Journal of Legal Economics, 2002, v. 12, n. 3, p. 1

By:

Riccardi, Anthony H.;
Ireland, Thomas R.

Publication type:

Article

EQUITY INDEX ANNUITIES.

Published in:

Journal of Personal Finance, 2008, v. 7, n. 2, p. 34

By:

VanderPal, Geoffrey A.

Publication type:

Article

SURVIVORSHIP LIFE INSURANCE MAY COST, NOT SAVE A FAMILY MONEY.

Published in:

Journal of Personal Finance, 2008, v. 7, n. 2, p. 44

By:

Geber, Benjamin A.

Publication type:

Article

BOSTON TEACHERS' MUTUAL BENEFIT ASSOCIATION.

Published in:

Journal of Education, 1896, v. 44, n. 19, p. 329, doi. 10.1177/002205749604401906

By:

Putnam, Granville B.

Publication type:

Article

WHAT'S WRONG WITH A FEDERAL INHERITANCE TAX?

Published in:

Real Property, Trust & Estate Law Journal, 2014, v. 49, n. 1, p. 163

By:

Gerzog, Wendy C.

Publication type:

Article

WHAT'S WRONG WITH A FEDERAL INHERITANCE TAX?

Published in:

Real Property, Trust & Estate Law Journal, 2014, v. 48, n. 3, p. 163

By:

Gerzog, Wendy C.

Publication type:

Article

THE CASE FOR GOVERNMENT LIFE INSURANCE.

Published in:

Law & Contemporary Problems, 1935, v. 2, n. 1, p. 99, doi. 10.2307/1189429

By:

TAYLOR, MAURICE

Publication type:

Article

On the Risk of Stocks in the Long Run.

Published in:

Financial Analysts Journal, 1995, v. 51, n. 3, p. 18, doi. 10.2469/faj.v51.n3.1901

By:

Bodie, Zvi

Publication type:

Article

CPAs' Growing Role in Trust-Owned Life Insurance Planning.

Published in:

CPA Journal, 2016, v. 86, n. 9, p. 28

By:

Reyes, Chad L.;
Adler, Robert J.

Publication type:

Article

UK annuity price series, 1957–2002.

Published in:

Financial History Review, 2004, v. 11, n. 2, p. 165, doi. 10.1017/S0968565004000125

By:

EDMUND CANNON;
IAN TONKS

Publication type:

Article

Take Heed If Your Clients Are Buying or Selling Annuities: 2009 Brings More Regulatory and Product Changes.

Published in:

Journal of the Missouri Bar, 2009, v. 65, n. 4, p. 188

By:

Cosgrove, David B.;
O'Connor, Christopher T.

Publication type:

Article

PERSONAL TAX PLANNING.

Published in:

Canadian Tax Journal / Revue Fiscale Canadienne, 2008, v. 56, n. 1, p. 188

By:

Goodman, Robin

Publication type:

Article

What Accountants Should Consider Before Becoming Trustees of Life Insurance Trusts.

Published in:

CPA Journal, 2011, v. 81, n. 9, p. 40

By:

Resnik, Bruce L.

Publication type:

Article

Trust-Owned Life Insurance: A Lawsuit Waiting to Happen?

Published in:

CPA Journal, 2008, v. 78, n. 10, p. 58

By:

Tuttle, Matthew;
Urbealis, Richard;
Zeiger, Steven

Publication type:

Article

NEW REQUIREMENT TO FILE GIFT TAX RETURNS.

Published in:

CPA Journal, 2002, v. 72, n. 6, p. 65

By:

Grumet, Andrew M.;
Lipoff, Lawrence M.;
Schoenfeld, Susan R.;
Landau, Jerome;
Simon, Debra M.;
Sonet, Richard H.;
Brizard, Peter;
Gordon, Ellen G.;
Gold, Jeffrey S.;
Salupsky, Harriet B.

Publication type:

Article

Creation of Life Insurance Trusts.

Published in:

CPA Journal, 1999, v. 69, n. 6, p. 68

By:

Harrison, Robert;
Kramer, Eric M.;
Kahn, Alan D.;
Sonet, Richard H.;
Colella, Frank G.;
Lipoff, Lawrence M.;
Landau, Jerome;
McEvoy, James B.;
Szerlip, Nathan H.;
Jones, Lenore J.;
Miller, Milton

Publication type:

Article

Insurance and the Three-Year Rule.

Published in:

CPA Journal, 1999, v. 69, n. 4, p. 69

By:

Lipoff, Lawrence M.;
Kramer, Eric M.;
Kahn, Alan D.;
Colella, Frank G.;
Landau, Jerome;
McEvoy, James B.;
Szerlip, Nathan H.;
Jones, Lenore J.

Publication type:

Article

The `revocable-irrevocable' life insurance trust.

Published in:

CPA Journal, 1995, v. 65, n. 9, p. 50

By:

Kassimir, Maurice R.;
Maisel, Melvin L.

Publication type:

Article