Standby Survivorship Trust an Alternative to an ILIT for Insureds Desiring Control

Situation: ¬†The uncertainty of the estate tax laws has created a dilemma for many taxpayers, estate planners, and insurance professionals. Should moderately high net worth couples take action today to shelter a significant amount from estate tax (under the $12.92 million exemption) by making a large gift; or should they hold off making a large […]