HS 334 Audio: Estate Planning Applications (2015)

HS 334 Audio: Estate Planning Applications (2015) episodes:

• July 01, 201510-2 Discuss the implications of community property on the ownership of life insurance.

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• July 01, 20156-5 Explain how a family life insurance partnership (FLIP) can be used to transfer wealth to the next generation

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• July 01, 201514-3 Understand why the concept of estate liquidity is pertinent in the overall estate planning process

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• July 01, 201514-1 Procedural Principles of Estate Planning

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• July 01, 201514-2 Explain the concept of excessive transfer costs

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• July 01, 201514-4 Discuss how patterns of distribution fit into the written estate plan

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• July 01, 201513-4 Explain why nonqualified deferred compensation is such a useful technique

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• July 01, 201513-7 Discuss how traditional split-dollar agreements can be structured to avoid inclusion in the insured’s gross estate

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• July 01, 201513-1 Estate Planning Implications of Employee Benefits Overview

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• July 01, 201513-3 Discuss the opportunities for life insurance in conjunction with re-tirement plans.

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