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Description
• Buy sell agreements after Connelly • Impact of Connelly on redemption agreements • Switching to cross purchase agreements • Avoiding transfer for value • Funding life insurance trusts with large gifts • Using the large current lifetime gift tax exemption • Avoiding modified endowment contracts • Hybrid life/long term care insurance policies • Review of the 3 major types of long-term care insurance products • Advantages of the hybrid life/long-term care insurance product
Learning Objectives
After attending this webcast, you will be able to: · Understand the impact of Connelly on redemption agreements, switching to cross-purchase agreements, and avoiding transfer for value. · Learn how to utilize the large current lifetime gift tax exemption and avoid modified endowment contracts. · Review the three major types of long-term care insurance products and discover the advantages of hybrid life/long-term care insurance products.