Understanding Life Insurance: And No, It is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning

By Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. On Feb 23, 2022

Estate Tax Exemption Planning Irrevocable Life Insurance Trusts Life Insurance SLATs Split Dollar Spousal Lifetime Access Trust

Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorable) treated under many legal systems, including for bankruptcy and for tax purposes. It is also one of the least understood properties with which Americans and their advisors face. This webinar with cover how life insurance is structured, priced and taxed. It will provide guidance as to when it should or should not be used and will explain why it almost never will be the magic bullet for avoiding estate tax.

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Jonathan G. Blattmachr Esq.

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.

Martin M. Shenkman Esq.

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”