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Practice Areas

Insurance (life)

Congress has specified, in the Internal Revenue Code, that life insurance is an excellent income, estate and gift tax shelter.

We find that most clients and CPAs instinctively dislike (i) life insurance and (ii) life insurance agents. However, as tax lawyers we would be derelict in our duty if we did not make you aware of the tax law realities of life insurance.

Capital Gains Taxes | Creditor Planning | Entity Formation | Estate Planning | Estate Taxes | Income Taxes | Insurance(life) | Post-mortem Administration | Probate Litigation | Probate | Retirement Planning | Transactions | Trusts

 

 

 


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