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The Impact of the Tax Cuts & Jobs Act on Life Insurance Planning


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 11, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

This session will cover the impact of the new tax law on the uses of life insurance in estate and business planning. You will learn how to best use life insurance in estate planning after the "TCJA" and learn about new planning opportunities with life insurance. The webinar will address the following key questions:

  • Should clients keep existing policies if their estates are not taxable?

  • How can clients use the increased gift exemption in their life insurance planning?

  • What opportunities are there for C corporations?

  • What is the effect of the new basis rule on life settlements?

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Lee Slavutin practiced as a surgical pathologist at Lenox Hill Hospital until 1982. In 1983 he entered the life insurance business. Lee’s medical qualifications are an important part of his specialty, which is serving high net worth individuals seeking substantial life insurance policies. Lee is a well-known public speaker and educator for the legal and accounting professions including the American Law Institute/American Bar Association and the American Institute of Certified Public Accountants. He has written and published over 170 articles on the complex legal and technical aspects of securing life insurance for estate tax planning. His text book published by Thomson Reuters, A Guide to Life Insurance Strategies, is in its 19th edition. Lee has served as a director of the Association of Advanced Life Underwriters and the Estate Planning Council of New York. He is on the editorial advisory board of Tax Hotline and is a member of the CCH Estate and Financial Planning advisory board. Lee testified before the New York State Senate in 1990 and worked with the United States General Accounting Office on the effectiveness of the insurance company rating firms.  

About Our Presenter

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Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.