Estate and Business Succession Planning with Life Insurance
Julius Giarmarco, Esq. to speak before the NAIFA Greater Detroit Chapter
(EMAILWIRE.COM, February 03, 2010 ) Julius Giarmarco, Chair of the Estate Planning Group of Giarmarco, Mullins & Horton, P.C. of Troy, Michigan (www.disinherit-irs.com), will be a speaker at the National Association of Insurance and Financial Advisors (NAIFA) Sales Congress on Tuesday, March 9, 2010. The meeting will be at the San Marino Club in Troy, Michigan.
Mr. Giarmarco will discuss The Top 10 Uses for Life Insurance in Non-Taxable Estates, and The Top 10 Uses of Life Insurance in a Business Succession Plan. Among the items to be discussed on the first topic are using life insurance for creditor protection, use in second marriage situations, annuity arbitrage, planning for special needs children, and Medicaid planning. Some of the items to be discussed in the second topic include estate equalization, asset protection planning, Section 303 redemptions, and using life insurance as a "hedge" in connection with advanced wealth transfer techniques, such as GRATs and self-cancelling installment notes ("SCINs").
For more information, please contact Kris Wolfe at the NAIFA Greater Detroit Chapter Office at 248.538.7654.
Mr. Giarmarco will discuss The Top 10 Uses for Life Insurance in Non-Taxable Estates, and The Top 10 Uses of Life Insurance in a Business Succession Plan. Among the items to be discussed on the first topic are using life insurance for creditor protection, use in second marriage situations, annuity arbitrage, planning for special needs children, and Medicaid planning. Some of the items to be discussed in the second topic include estate equalization, asset protection planning, Section 303 redemptions, and using life insurance as a "hedge" in connection with advanced wealth transfer techniques, such as GRATs and self-cancelling installment notes ("SCINs").
For more information, please contact Kris Wolfe at the NAIFA Greater Detroit Chapter Office at 248.538.7654.
Contact Information:
Giarmarco, Mullins & Horton, P.C.
Julius Giarmarco, Esq.
Tel: 248-457-7200
Email us
This is a press release. Press release distribution and press release services by EmailWire.Com: http://www.emailwire.com/us-press-release-distribution.php.
Giarmarco, Mullins & Horton, P.C.
Julius Giarmarco, Esq.
Tel: 248-457-7200
Email us
This is a press release. Press release distribution and press release services by EmailWire.Com: http://www.emailwire.com/us-press-release-distribution.php.
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