Category: Life Insurance Trust

November 30, 2017February 22, 2021Life Insurance Trust, NJ Inheritance Tax

Benefit of a Life Insurance Trust after the Repeal of NJ Estate Tax

As we get closer to the repeal of the New Jersey Estate […]

July 2, 2014March 5, 2021Estate Planning, Irrevocable Trust, Life Insurance, Life Insurance Trust, NJ Estate Tax, Tax Planning

Nice Article on the Basics of ILITs

A colleague of mine, David Saltzman, has written a nice article on […]

March 5, 2012March 11, 2021Estate Tax, Inheritance Tax (相続税）, Life Insurance, Life Insurance Trust, NJ Estate Tax

Is there an Inheritance Tax on Life Insurance Proceeds?

One of the biggest misconceptions people have about life insurance is how […]

October 1, 2011March 12, 2021Estate Planning, Life Insurance Trust

Life Insurance for College Students

I was speaking with a colleague of mine the other day and […]

January 28, 2008March 24, 2021Estate Planning, Estate Tax, ILIT, Life Insurance, Life Insurance Trust

Protecting your Life Insurance Trust from taxes

The Importance of Proper Trust Maintenance The trustee of an irrevocable life […]

January 12, 2008March 24, 2021Estate Planning, Estate Tax, Inheritance Tax (相続税）, Life Insurance, Life Insurance Trust, Second to Die Life Insurance, Special Needs Trust

Benefits of a Second to Die Life Insurance Trust

I. General Benefits Tax savings Control of assets after death Second to […]

March 9, 2007March 25, 2021Contribution Notice, Crummey Notice, Crummey Trust, Estate Planning, ILIT, Life Insurance, Life Insurance Trust

Contribution Notice – Who Signs for a Minor?

Irrevocable Life Insurance Trusts (ILIT)  Many people create irrevocable life insurance trusts […]