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Writing on behalf of the American Association of Life Underwriters (AALU), Marguerite Rangel and Andrea Schaffer discuss three client scenarios in which cash value life insurance was utilized as an investment vehicle within charitable lead trusts....

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10 Jul 2009 | Investing | National Publication | News story
The U.S. Patent and Trademark Office has published a patent application for methods, systems, and structures and method to automatically segregate unrelated business taxable income from income that exempt from the unrelated business income tax.
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In this article from Leimberg Information Services, distinguished estate planner and author Byrle M. Abbin points out the recent change in Code Section 664(c) from an income taxable status to an excise tax on UBTI can have an economic result ranging from "disastrous"...
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12 Mar 2007 | Investing | National Publication | News story | 8 comments
In early January, the Planned Giving Design Center received a press release from a Florida financial advisor announcing he had obtained a U.S. patent on the use of tax deferred variable annuities within pre-need funeral contracts, endowment funds (including donor...
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26 Apr 2004 | Investing | National Publication | Article | 1 comments
Income Planning Opportunities in the Current Market
When it comes to giving practical advice on integrating creatively structured planned gifts into donors' financial and estate planning, Jim Normandin of Memorial Medical Center Foundation Long Beach is at the top of his game. In this article, he identifies assets that...
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1 Oct 2001 | Investing | National Publication | Article | 1 comments

By Neal P. Myerberg

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4 Dec 1998 | Investing | National Publication | Article
In this week's edition of Gift Planner's Digest, philanthropic financial advisor Paul Comstock discusses "Investment Strategies for Fiduciaries of Split-Interest Trusts."
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Creative Applications of Life Insurance in Charitable Lead Trusts

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