The Resource Using life insurance and annuities in U.S. tax planning for foreign clients

Using life insurance and annuities in U.S. tax planning for foreign clients

Label
Using life insurance and annuities in U.S. tax planning for foreign clients
Title
Using life insurance and annuities in U.S. tax planning for foreign clients
Creator
Subject
Language
eng
Summary
This article addresses the ways in which life insurance and annuities can be employed to maximize the benefits of these planning tools, focusing on ways to minimize or avoid U.S. income and transfer taxes for foreign clients. The authors analyse the U.S. income tax treatment and estate tax treatment of life insurance and annuities, and discuss applications of life insurance and annuity planning to several key international estate planning topics, including the use of foreign trusts, pre-immigration planning, and the benefits of annuities for temporary U.S. residents
Citation source
In: Tax management international journal. - Arlington. - Vol. 39 (2010),
http://library.link/vocab/creatorName
  • Giordani, L.C
  • Ripp, M.H
  • Reed, M.M
Geographic coverage
International
Language note
English
http://library.link/vocab/subjectName
  • life insurance
  • annuity
  • tax planning
Label
Using life insurance and annuities in U.S. tax planning for foreign clients
Instantiates
Publication
Label
Using life insurance and annuities in U.S. tax planning for foreign clients
Publication

Library Locations

    • IBFD Library AmsterdamBorrow it
      Rietlandpark 301, Amsterdam, 1019 DW, NL
      52.3736660 4.9336932
Processing Feedback ...