A trust fund can also serve as the beneficiary for life policies or retirement plans. In this case, the trust contains specific instructions for compliance. This way, the policy and/or plan becomes part of the estate. Our experience in life insurance enables us to provide our customers with confidential, private consultations on how to use life insurance in succession planning.
|Disability.||Delays in transfer of estate.||Estate distribution plan including a few generations.|
|Taxes.||Public court litigations.||Liquidity for short-term expenses.|
|Legal battles.||Free choice of beneficiaries.|