Using Life Insurance in Zero Tax Estate Planning

The Mathematics of Life Insurance for Zero-Tax Estate Planning By Ward J. Wilsey. JD, LLM [email_address] www.wilseylaw.com 2007 (c)

Circular 230 Warning ,[object Object],2007 (c)

Purpose ,[object Object],[object Object],[object Object],[object Object],2007 (c)

Uses of Life Insurance in Zeroed Out Planning ,[object Object],[object Object],[object Object],2007 (c)

Paying Estate Taxes w/ Insurance ,[object Object],[object Object],[object Object],2007 (c)

Paying Estate Taxes w/ Insurance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

TCLAT Insurance Replacement Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

TCLAT Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

TCLAT Strategy combined with Advanced Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

TCLAT Strategy combined with Advanced Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

The Math-No Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c) Estate $10,000,000 Exemptions $4,000,000 Charity $0 Taxable Estate $6,000,000 Tax Rate 45% Estate Taxes $2,700,000 Life Insurance $0 Net to Family $7,300,000 Net to Charity $0 Net to IRS $2,700,000

The Math- Life Insurance Only ,[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c) Estate $10,000,000 Exemptions $4,000,000 Charity $0 Taxable Estate $6,000,000 Tax Rate 45% Estate Taxes $2,700,000 Life Insurance $2,700,000 Net to Family $10,000,000 Net to Charity $0 Net to IRS $2,700,000

The Math- TCLAT with Insurance ,[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c) Estate $10,000,000 Exemptions $4,000,000 TCLAT $6,000,000 TCLAT payout $7,402,881 TCLAT PV $1,588,275 Tax Rate 45% Estate Taxes $0 Life Insurance $4,411,725 Net to Family $10,000,000 Net to Charity $6,000,000 Net to IRS $0

The Math- TCLAT with Advanced Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c) Estate $12,100,000 Value of House $4,840,000 Securities* $4,864,200 Exemptions $3,520,000 FLLC-GRAT $2,754,022 FGTs $916,316 TCLAT $2,513,861.69 TCLAT PV $142,771..18 Tax Rate 45% Estate Taxes $0 Life Insurance $2,500,000 Net to Family 12,751,588.64 Net to Charity $2,513,861.69 Net to IRS $0

Know Costs of Zeroed Out Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],2007 (c)

Using Life Insurance in Zero Tax Estate Planning

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Using Life Insurance in Zero Tax Estate Planning