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Hahn Loeser has extensive experience advising on the role of life insurance in estate planning. Our professionals work closely with our clients and their insurance advisors to determine the amount, duration and type of insurance that best suits the needs of our clients. In connection with insurance planning, we also work closely with our clients to implement irrevocable life insurance trusts to ensure the preservation of wealth for the next generation. As the world of life insurance is constantly changing, we also advise clients on the exchange of life insurance policies (commonly referred to as “Section 1035 exchanges”). Finally, we advise clients on split dollar arrangements, as well as the role of life insurance to fund buy-sell agreements for closely-held businesses.
