CE Seminars

Seminar Information

Continuing Education for Professionals - Annuities, Life Insurance and Trusts
Wednesday, February 24, 2010 12:00 PM - 02:00 PM
Pyke & Associates, P.C.
340 Corporate Center Ct.

Agenda 

 

1. Annuities –

a. Qualified and Non-Qualified Annuities

b. Income Taxation of Non Qualified Annuities

·     Distributions at Death

·     After Annuity Start Date

·     Before Annuity Start Date

·     Exceptions to the Five Year Rule

·     Spousal Exception

·     Potential Malpractice Issues

 

2. Life Insurance

a. When Should Trust Be Owner and/or Beneficiary of Life Insurance?

· Malpractice Issues

· Tax allocation Clauses

· Unintended Gifts

 

3. Trusts

a. Funding the Under-Funded Family Trust

b. Using Family Trust to Purchase Life Insurance on Surviving Spouse

c. Malpractice issue

 

Approved for 2.0 continuing education hours for CLE (Attorneys) and CPE (CPAs)      

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