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Estate and Business Succession Planning with Life Insurance

(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.

Giarmarco, Mullins & Horton, P.C.
Julius Giarmarco, Esq.
248-457-7200
jhg@disinherit-irs.com

Source: EmailWire.com

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