Cannon Estate Planning: Estate Planning Uses for Life Insurance

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Estate Planning Uses for Life Insurance
 
Tuesday, January 25, 2021
12:00 pm – 1:00 pm
Streaming access is available

 

Summary of Teleconference:
Life insurance is an enigma, and much misunderstood, in the estate planning world.  Some clients (and their advisors) love it; others hate it.  In any event, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs, nor should it be irrationally avoided in all situations.  In sum, it has its place.  In this teleconference, we will address various aspects of life insurance in estate planning, including the following:

Speakers will address:

  • Different Types of Life Insurance

  • Numerous Purposes for Life Insurance in a Variety of Contexts

  • Structuring Ownership Arrangements and Beneficiary Designations

  • Selected Tax Consequences Flowing from Policy Transfer and Receipt of Proceeds

  • Life Insurance Trust Administration Challenges



Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.


There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.

Sarah Croft