Life insurance can help a business that loses an owner or other key person. Although life insurance death benefits can be tax-free, part or all of the benefits are taxable if not done the right way. Please join Steve Gorin and Georgia Loukas Demeros as they discuss how to make life insurance work for businesses, and how to avoid expensive traps along the way.
CLE
The live presentation of this program was approved for 1.0 hour of general CLE credit in California and Illinois and 1.2 hours of general CLE credit in Missouri. CLE credit is no longer available for this recording.
Presenters:
Steve Gorin
Georgia Loukas Demeros
Supporting Materials:
Practical Ways to Avoid Tax Traps and Other Pitfalls
Shareholders Agreements For Closely-Held Corporations Outline
Shareholders Agreements For Closely-Held Corporations Sample Form
Originally Presented:
September 29, 2016
NOTICE.
Although we would like to hear from you, we cannot represent you until we know that
doing so will not create a conflict of interest. Also, we cannot treat unsolicited
information as confidential. Accordingly, please do not send us any information
about any matter that may involve you until you receive a written statement from
us that we represent you (an ‘engagement letter’).
By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and, further, even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you. Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.