YCISG member Richard Harris examines the methods used to build a valuation of an existing insurance policy, especially when it is advantageous to sell or gift the policy to an ILIT, and how dated regulations at that time created hurdles for pursuing such an option with high-valuation policies. This article appeared in the April 2011 edition of Trusts & Estates magazine . . .
Please note this content is for YCISG members only. If you would like to login please use the following link: LOGIN