Investor Originated Life Insurance; IRS Issues New Actuarial Tables based on Updated Life Expectancy Tables; Sensible Estate Tax Act of 2009; Case-In-Point: Creating an Asset Class with Protection SUL-G.
Discounts for S-Corp Interests; Taxpayer Certainty and Relief Act of 2009; Service Approves Post-Final Regulations of Private Split Dollar; Case In Point: Private Financing.
2010 Federal Budget Blueprint; American Recovery and Reinvestment Act of 2009; Capital Gains and Estate Tax Relief Act of 2009; Case-in-Point: Private Split Dollar.
Access to policy during lifetime, liquidity to pay estate taxes at death, and affordable death benefit guarantee option with Protection VUL are all characteristics of the Spousal Access Trust.
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Paul Gallagher, VP and Counsel in John Hancock's US Law Department joins Randy Zipse, VP and Senior Counsel of John Hancock's Advanced Markets Group to discuss the recent decision of the U.S. Court of Appeals for the Sixth Circuit on the Wuliger case, a STOLI case that has been in the courts for ten years and has taken a number of twists and turns.
Insurance policies and/or associated riders and features may not be available in all states.
This material does not constitute tax, legal or accounting advice and neither John Hancock nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Comments on taxation are based on John Hancock's understanding of current tax law, which is subject to change. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.
Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.
