MARCH 24, 2026 RSVP
The Role of Life Insurance in Estate Planning
Life insurance is an enigma in the estate planning world. This session addresses various aspects of life insurance in estate planning, including:
- Different types of life insurance
- Numerous purposes for life insurance in a variety of contexts
- Structuring ownership arrangements and beneficiary designations
- Selected tax consequences resulting from policy transfers and receipt of proceeds
- Life insurance trust administration challenges
📍 Location: The Milwaukee Club | ⏰ Time: 11:30 AM | 👥 Limited to 50 guests per session