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Irrevocable Life Insurance Trusts Line by Line: A Detailed Look at Irrevocable Life Insurance Trusts and How to Change Them to Meet Your Clients' Needs
Pamela L. Rollins
Paperback. West, Aspatore Books 2011-01-01.
ISBN 9780314274212
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Publisher description
Written by two practicing attorneys with more than twenty-five years of combined experience, Irrevocable Life Insurance Trusts Line by Line is a comprehensive examination of an irrevocable insurance trust agreement for an estate planning attorney. This book explains the reasoning behind the various clauses in the trust agreement, noting those which may be customized for the donor and the boiler-plate language which should be in every irrevocable insurance trust agreement. The book covers key topics such as estate, gift, and generation skipping transfer taxes; incidents of ownership, the three-year rule, Crummey powers, and annual exclusion gifts. Irrevocable Life Insurance Trusts Line by Line is a valuable resource for any practicing estate planning attorney, as well as for any law student interested in trusts and estates law.
A CD-ROM is included, which provides searchable PDF and Word versions of the book and sample agreements.
About the Authors
Pamela L. Rollins is a Partner at Simpson Thacher & Bartlett LLP in New York City and is the Head of the Personal Planning Department. Ms. Rollins advises clients on estate planning and estate and trust administration. Her practice includes developing and implementing sophisticated strategies to achieve preservation and transmission of family wealth, while minimizing transfer taxes. Ms. Rollins received her AB from Cornell University in 1979 and her JD from Cornell University School of Law in 1982, where she was a Member and Note Editor of the Cornell Law Review. Ms. Rollins also received an MBA in 1984 from the Cornell Johnson School, the Graduate School of Management, and an LLM in taxation from New York University School of Law in 1990.
Nicole Bari Rubin is an Associate at Simpson Thacher & Bartlett LLP in New York City and a member of the firm's Personal Planning Department. Ms. Rubin received her BA from Binghamton University in 2004 and her JD from St. John's University School of Law in 2009, where she graduated cum laude and served as a Member of the St. John's Law Review. Ms. Rubin is a member of the American Bar Association and the New York State Bar Association
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Irrevocable Life Insurance Trusts Line by Line: A Detailed Look at Irrevocable Life Insurance Trusts and How to Change Them to Meet Your Clients' Needs
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