Description
Planning for illiquid assets presents unique and difficult problems for clients, estates and the assetsbusiness involved.Many advisors fail to plan for a client’s illiquid estate and the client’s estate is left with no cash to pay estate expenses andor estate taxes upon the client’s death. Additionally, many probate lawyers fail to understand how to properly utilize life insurance proceeds to benefit an illiquid estate. This program will help the persons responsible for assisting clients with providing liquidity for their estate. The information will also explain the technique, called the Graegin Technique, which is a technique for using life insurance to benefit a client with an illiquid estate. Failing to utilize insurance properly can result in bad advice to your client as well as disallowance of certain deductions for the estate.
Date: 2019-02-08 Start Time: End Time:
Learning Objectives