Understanding Life Insurance Trusts

Guide To Reducing or Eliminating Your Estate Taxes

1.  Why should I have a life insurance trust?
2.  What are estate taxes and who has to pay it?
3.  What is my net estate ?
4.  How can a life insurance trust reduce estate taxes?
5.  What can I do now if my estate will be subject to the estate tax?
6.   How does an irrevocable life insurance trust work?
7.   Can I be the trustee of my own life insurance trust?
8.  Why not just name my wife or children as owner of my insurance policy?
9.   How do I retain control over the insurance proceeds?
10.Who can be a beneficiary of the trust?
11.After the trust is created, how is the insurance purchased ?
12.Can I transfer existing life insurance policies to the trust?
13.Do I need to seek professional assistance to create and maintain a life insurance trust?

• Visit our Acclaimed Estate Planning Education Page
• Intestacy - who will receive your property if you do not have a will
• Free Estate Tax Analysis
• Estate Tax Calculator - how much tax will your estate pay?
• How to Get Started
• Health Care Proxy
• Estate glossary

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Marc H. Weissman, Esq.
Cobert, Haber & Haber
190 Willis Avenue, Suite 130
Mineola, NY 11501
Phone: (516) 248-7844 x3

Office appointments available in all five boroughs.
Email: Marc@CobertHaber.Com