Areas oF Practice

Life Insurance Planning 

Life insurance can be a valuable tool, used to provide resources for payment of estate taxes and other expenses; to avoid the necessity for the sale of assets at the death of an owner; to allow a family-owned business additional funds to secure successor management after the death of the president or other officer; or simply to provide for increased wealth to be transferred to younger-generation family members. Our attorneys have drafted and implemented a wide range of estate planning techniques utilizing life insurance, including both single life and second-to-die irrevocable life insurance trusts, so-called “dynasty trusts”, split-dollar arrangements, and other vehicles to effectively use life insurance as part of a client’s estate plan.

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