Attorney & CPA Resources

-Legal and Tax Trends Newsletters:
If you would like to be added to our Legal and Tax Trends mailing, contact Rocco Berardi through the Contact US link.

 

Winter 2010, Issue 1 - The Roth IRA Conversion in 2010 - The Golden Opportunity

Winder 2010, Issue 2 - Supplemental or Special Needs Planning

Winter 2010, Issue 3 - Trusts, as Owners of Annuity Contracts

Winter 2010, Issue 4 - The Transfer for Value Rule

 

Estate Conservation Strategies

 

One of the most efficient and practical methods of providing liquidity for the payment of estate taxes is through the use of life insurance. Life insurance can provide the money needed untaxed, untouched and on time. The dollars of life insurance can be one the most feasible, reasonable and economical way of funding the unfunded estate tax liability.

Sample specimen documents can be provided for the following:
Please use the Contact US Link to request specimen documents.  Please indicate what you are interested in viewing. 

  • Specimen ILIT for Joint Lives
  • Crummey Letter & Checklist
  • Specimen ILIT for Single Life

Charitable Gifting

While many of your clients may want to give, they might hesitate to do so, because their personal and family financial goals usually take priority. Life insurance can address these concerns and can help clients achieve maximum leverage for their gifts. For an annual premium (which may qualify for a tax deduction) your clients can provide a substantial gift to their charity.

 

 

Business Succession Strategies
Sample documents can also be provided regarding:

  • Corporate Resolution Agreement
  • Modification of Ownership Rights Agreement

 

We will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this website is not intended to [and cannot] be used by anyone to avoid IRS penalties. This website supports the promotion and marketing of MetLife_s products and services. You should seek advice based on your particular circumstances from an independent tax advisor.