• Skip to primary navigation
  • Skip to main content

Bier Law

Be Informed. Be Prepared. Be Free.

Call Us Today (323) 999-1230
  • Attend a FREE Workshop
    • In-Person Seminar
    • On-Demand Webinar
    • Live Webinar
  • Home
  • WHO WE ARE
    • About Our Firm
    • Attorney and Staff Profiles
    • News and Events
    • About The American Academy
    • Advantages of Working With Our Firm
    • Our Core Values
    • Speaker Connection
  • HOW WE HELP
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Incapacity Planning & Caregiver Support
    • IRA & Retirement Planning
    • LGBTQ Estate Planning
    • Minor Children and Young Adult Planning
    • Outdated Estate Planning Documents
    • Pet Planning
    • Powers of Attorney
    • Trust Administration & Probate
    • Remarriage and Blended Family Protection
    • Special Needs Planning
    • Wills and Trusts
  • Workshops
    • In-Person Seminars
    • On-Demand Webinars
    • Live Webinars
      • Estate Planning 101: The Basics
  • Blog
  • Start The Conversation
  • Resources
    • Advance Healthcare Directive Toolkit
    • DocuBank
    • Estate Planning Resources
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Legacy Wealth Planning FAQ’s
      • Incapacity Planning FAQs
      • Probate & Trust Administration FAQs
      • LGBTQ Estate Planning FAQs
    • LGBTQ Resources
    • Newsletters
    • Pre Consultation Form
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • REVIEWS
    • REVIEW US
    • OUR REVIEWS
  • Contact Us
  • Show Search
Hide Search

Application of the Transfer for Value Rule to the Sale of Life Insurance

April 4, 2022 by Compliments of Bier Law

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.

  • Author
  • Recent Posts
Compliments of Bier Law
Compliments of Bier Law
Compliments of Bier Law
Latest posts by Compliments of Bier Law (see all)
  • Using Entities in Estate Planning - February 1, 2023
  • The Importance of Having an Estate Plan - January 10, 2023
  • What’s Retirement Got to Do with it? - December 21, 2022

Filed Under: Estate Planning, legal education

Blog Subscription

Bier Law

Wills, Trusts & Estate Planning

OFFICE HOURS

By Appointment Only

Map

map
icon icon icon
  • Facebook
  • Instagram
  • LinkedIn

Bier Law

© 2023 · American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us