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Message 2237: Re: Life insurance trust proceeds used to pay estate taxes




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   Posted by Mike on 07/05/05

Subject:   Re: Life insurance trust proceeds used to pay estate taxes


Message Posted

In one continuing education course I took, they actually said that the IRS challenged a life insurance trust paying the estate taxes for a decedent's estate, because the decedent was supposed to have severed all strings or ties to the assets in that trust.The course recommended that the life insurance trust purchase the assets of the estate, and the estate then use those proceeds to pay the estate taxes.


  

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