TITLE

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

AUTHOR(S)
Gallo, Jon J.
PUB. DATE
January 2001
SOURCE
Journal of Financial Planning;Jan2001, Vol. 14 Issue 1, p42
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
4005023

 

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