Trusts & Estates

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Trusts & Estates

Tax Aspects of Life Settlement Arrangements

The authors explain that as clients advance in age, their need for life insurance also changes. Clients with life insurance policies that no longer serve a purpose have many choices, including surrendering the policy to the carrier, selling the policy (called a life settlement), borrowing from the policy, or entering into a 1035 exchange. Case examples are presented in terms of the use of life settlement transactions as an estate planning solution, and the tax implications involved.

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