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Exit Plans for Financed Life Insurance

David W. Holaday, ChFC

Exit Plans for Financed Life Insurance (2008 Edition) discusses examines and compares the design and funding considerations of using a GRAT and a sale to an IDGT as alternatives for transferring assets to the owner of the life insurance policy for the purpose of removing any encumbrance to the policy.

This module is divided into three parts:

  1. Premium Financing Overview
  2. Introduction to GRATs and Sales to IDGTs
  3. Design Concepts for Exit Strategies

Course Details
Price:  $30.00
Field of Study:  Taxes
Prerequisites:  Working knowledge of trusts
Level:  Intermediate
CTEC course number:  1075-CE-5153
Course was last updated on:  05/30/08
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Library:
Wealth Management

Technical Requirements:
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: Grant C. submitted on 07/09/2009
Very good examples
Reviewer: Charles A. submitted on 06/25/2009
Case study's that illustrate the strategies.
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