The Effect of the Secondary Market in Life Insurance on Estate Planning

Gallo, Jon J.
January 2001
Journal of Financial Planning;Jan2001, Vol. 14 Issue 1, p42
Academic Journal
Examines the impact of the secondary market in life insurance on estate planning. Issues arising from the growth of the secondary market; Importance of valuing insurance for gift tax purposes; Example of how to determine whether an aftermarket exists for an insurance policy.


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