Insurance, Investment & Retirement Plan Strategies
We provide Life Insurance, Investments and Retirement Planning analysis within the legal context of Estate Planning. As part of our legal services, we perform analysis of, plan for and prepare legal strategies, and plans for life insurance, annuities, retirement plans, IRAs, executive compensation and investments.
Life Insurance Planning
Life Insurance Analysis, Design and Planning
- Life Insurance Needs Analysis
- Life Insurance in Estate Planning
- Planning Goals and Techniques
- Selecting Appropriate Insurance Product
- Federal and California Income Taxation of Life Insurance
- Estate & Gift Taxation of Life Insurance
- Life Insurance Trusts
- Life Insurance Partnerships
- Split-Dollar Life Insurance
- Other planning with Life Insurance
- Life Insurance and Charitable Giving
- Gifts of Life Insurance to Charity
- Using an ILIT as Wealth Replacement Trust
Annuities Planning
Annuity Contracts analysis, design and planning
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- Deferred Annuities
- Taxation of Annuities
- Annuities in Qualified Retirement Plans and IRAs
- Private Annuities
- Charitable Gift Annuities
- Annuities and Medi-Cal
Retirement Plans, IRAs & Executive Compensation Planning
- Employee Benefits and IRAs
- Contribution Limitations
- Retirement Plan Distributions
- Transferring Retirement Benefits
- Spousal Protection Limitations
- Community Property Issues
- Estate and Gift Tax
- Inclusion and Exclusions
- Marital Deduction Issues
- Charitable Deduction
- Executive Compensation and Stock Options
- Noncharitable Uni-trusts
- Family Investment Companies