What's Hot in Life Insurance

Donald O. Jansen
University of Texas
Austin, Texas
Thu, 12/05/2013 - 3:20pm to 4:35pm

This topic will cover recent development, ERISA, federal preemption of state laws removing former spouses as life insurance beneficiaries, Crummey powers (im- pact of arbitration clause, notice, etc), equity split dollar, substitution powers and grantor trusts, and policy valuation for gift.