YCISG member Richard Harris writes on the topic of advising clients to change their split-dollar loan arrangements in order to take advantage of then-low applicable federal rates (AFRs). This article appeared on April 17, 2020 on WealthManagement.com.
Individuals use various strategies as a hedge against uncertain future events. Although the event of death is a certainty, many individuals buy life insurance to hedge against the uncertainty as to when death will occur. This article by YCISG member Richard Harris explores some ways life insurance acts as a hedge against an untimely death. This article appeared in the January 2011 edition of Trusts & Estates magazine.
YCISG member Richard Harris discusses the work he did as an expert witness representing both plaintiffs and defendants who were suing to rescind insurance policies they believed they were misled into signing up for. This article appeared in the April 2016 edition of Trusts & Estates magazine.
YCISG member Richard Harris discusses steps that can be taken when a client has ILIT fatigue and what an advisor can do in this situation. This article appeared in the April 2022 edition of Trusts & Estates magazine.
YCISG member Richard Harris wrote this overview of funding methods for paying life insurance premiums. This article appeared in the April 2019 edition of Trusts & Estates magazine.
YCISG member Richard Harris wrote this piece on how borrowing to finance insurance policies is often over-sold and discusses steps that should be considered if a client wants to use financing for a life insurance policy in an ILIT.
YCISG member Melvin Warshaw co-authored this piece for Bloomberg that focuses on the personal and business tax issues and strategies involved in a move out of Israel and into the United States.
YCISG member Melvin Warshaw co-authored this piece for Bloomberg that discusses immigration options involved in moving an Israeli businessperson and their family to the United States on a part- or full-time basis. This is the first of a two-part series.
