LREP > IV. SPECIFIC
EP TOPICS > I. Insurance Planning (10/9/2004)
As mentioned on my Home Page, I am
very thankful and honored that Legal Research for Estate Planners (LREP) has evolved to a
national resource on estate planning (with reviews provided
by many fellow practitioners) from its single page
beginning. To allow efficient research, LREP is divided into
six (6) systematic categories, descending from more general
estate planning (EP) research information to more specific,
practical information on estate planning. This LREP
subcategory of EP TOPICS provides insurance planning links
and information. I hope that you find this category of sites
helpful.
(NOTE: For more advanced planning, the guidance of a
professional cannot be replaced or even matched by a machine, as is
true in every discipline)
1. General Sites on Insurance Planning
Northwestern Mutual Life Insurance Company
(superb "Advanced Planning Library" (free professional
access, but only through a Northwestern Mutual agent
sponsor) and also good "Advice & Articles" under "Personal
Planning; sample screenshots of the Advanced Planning
Library's "Sample
Documents," "Advanced
Planning Seminar Outlines," and superb "Special
Studies" are available by clicking on the desired category) (6/26/2001) (
11/18/2004)
(main listing under IV. SPECIFIC EP TOPICS > E. Basic &
Advanced EP and duplicate listing under VI. EP PRACTICE TOOLS > A. Forms > 2.
Legal EP and Tax Forms > b. Basic and Advanced Estate
Planning Forms)
Advanced Markets Group - Manulife Financial (numerous
"Articles" and other resources) (10/9/2004)
AnnuityNet® (free,
comprehensive annuity site)
BISYS® (1/17/2004)
Life Insurance Advisors, Inc. (helpful articles under "Professional
Advisors" area and under "Trustees
of Insurance Trusts" area) (6/8/2003)
Yahoo® Insurance Center (another comprehensive insurance
site) (1/28/2001)
2. Specific Sites on Irrevocable Life Insurance Trusts (ILITs)
Sebastian V. Grassi, Jr., Drafting
Irrevocable Life Insurance Trusts [under the Michigan
Estates and Protected Individals Code], 20 Mich.
Prob. & Est. Plan. J. 27+ (Summer/Fall
2000) (pp. 29+ in Adobe format) (superb
Internet-accessible article on ILITs, with focus on Michigan
but generally applicable to other jurisdictions) (7/28/2001)
(
6/16/2002)
(see main listing for Michigan Probate & Estate Planning Journal under V. EP LITERATURE)
"Irrevocable Life Insurance Trusts"
- Lawrence M. Lipoff (review of law and estate planning
literature on ILITs as of 1996)
Concept Library - InsMark, Inc. (articles on various
uses and planning techniques of life insurance)
(5/8/2004)
Twenty Questions on Irrevocable Life Insurance Trusts
(ILITs) for Second-to-Die Policies - Patrick F. Olearcek,
JD (article on numerous issues that arise when considering
ILITs; written for KnowledgeService.com in first quarter of
2001; includes citations to applicable Internal Revenue Code
and Treasury Regulation sections and cases; PDF format)
(6/5/2004)
"More on The Wealth Transfer Benefits of The
Irrevocable Life Insurance Trust"
- Cleveland, Waters & Bass (Concord, NH) (includes numerous
other publications on estate planning as well)
"Creating a "Family Bank" With an Irrevocable
"Dynasty" Trust and a Survivorship Life Insurance Policy"
- Cleveland, Waters & Bass (Concord, NH) (includes numerous
other publications on estate planning as well) |
