Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must understand the rules regarding taxation of life insurance. Retention of certain powers or certain transactions could cause negative income, gift, or estate tax consequences. Read on to learn more.
Sara is a founding partner of Ovando Bowen LLP. Prior to starting her own firm, Sara worked at a personal injury and employment firm. Sara now focuses her career on helping entrepreneurs form their companies and manage business risks, estate planning and probate.
Latest posts by Sara Ovando (see all)
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