Tax Reform Opens the Door for Multi-Purpose ILITs

WealthManagement.com
Jan 29, 2018

Barry D. Flagg, Thomas Tietz, Martin M. Shenkman 

The Tax Cuts and Jobs Act brings direct changes to the tax treatment of insurance
and significant indirect changes to planning with life insurance.

In a previous article , we highlighted the major changes. We’ll now cover the new
and interesting life insurance planning opportunities these changes present in
particular multi-purpose irrevocable life insurance trusts.

Read their commentary here.