Leimberg.Update.2017.07.28: Bad Asset Protection Planning; Screwed Up Life Insurance Policies + More

Steve Leimberg: Meisels Irrevocable Trust v. American General – Correction of Faulty Check Does Not Extend Life Policy’s Grace Period Steve Leimberg’s Estate Planning Newsletter Issue:2570    26-Jul-17

Jeff Baskies on Ramos v. Motamed: Gym Records Blow Up Bogus Asset Protection Plan in a Novel Florida Homestead Exemption Case – Bad Facts Case Provides a Good Reminder that Effectively Changing Domicile Is Not a Game Steve Leimberg’s Asset Protection Planning Newsletter Issue:346    24-Jul-17

Mike Jones on Revenue Procedure 2017-34: IRS Grants Extension of Time to File Estate Tax Return Claiming Deceased Spouse’s Unused Exclusion Amount in Certain Circumstances Steve Leimberg’s Estate Planning Newsletter Issue:2569    20-Jul-17

Cynthia Hearing on Bresler v. Wilmington Trust Company: The U.S. Court of Appeals for the Fourth Circuit Affirms District Court Judgment Upholding Breach of Contract Claims in Premium Financing Case Steve Leimberg’s Estate Planning Newsletter Issue:2568    19-Jul-17

7520 and Other Key Rates – August 2017Steve Leimberg’s Estate Planning Newsletter Issue:2567    19-Jul-17

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Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.