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(EMAILWIRE.COM, February 19, 2010 ) Detroit, MI - Julius Giarmarco, Chair of the Estate Planning Group of Giarmarco, Mullins & Horton, P.C. of Troy, Michigan (www.disinherit-irs.com), will be a speaker at the 2010 AXA Equitable Advanced Markets Listen & Learn Teleconference regarding Life Insurance in a Non-Taxable Estate on April 8, 2010. The teleconference is not open to the public.
Mr. Giarmarco will discuss The Top 10 Uses for Life Insurance in Non-Taxable Estates, and The Top 10 Uses of Life Insurance in a Business Succession Plan. Among the items to be discussed on the first topic are using using life insurance for creditor protection, use in second marriage situations, annuity arbitrage, planning for special needs children, and Medicaid planning. Some of the items to be discussed in the second topic include estate equalization, asset protection planning, Section 303 redemptions, and using life insurance as a "hedge" in connection with advanced wealth transfer techniques, such as GRATs and self-cancelling installment notes ("SCINs").
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