Insurance
Answers to tax, compliance, and regulatory questions associated with life insurance policies and benefits
Life Insurance
- General Rules of Life Insurance
- Living Proceeds
- Dividends
- Policy Loans
- Disposition: Sale or Purchase of a Contract
- Disposition: Policy Exchanges
- Disposition: Surrender, Redemption or Maturity
- Accelerated Death Benefit
- Death Proceeds
- Life Income and Installment Options
- Estate Tax Issues
- Gifts And Charitable Gifts
- Single Premium Whole Life Insurance Policy
- Creditor Insurance
- Government
- Taxation Of Distribution Of Life Insurance Contract
- Collection Of Delinquent Income Taxes From Life Insurance
- Policies Insuring More Than One Life
- Value Of Unmatured Policy
- Demutualization
- Trusts
- Gift Tax and LIfe Insurance
- Insured’s Estate
- Marital Deduction
- Insurance Beneficiaries
- Annual Exclusion
- Disability Provisions Under Life Policies
- Irrevocable Life Insurance Trust