Kevin Blanton

"Leveraged Credit Shelter Trusts" JH Journal

In many cases, the assets in a decedent's so-called credit shelter trust lie fallow during the period of the spouse's survivorship; the trustee looks first to the marital trust (so as not to waste the unified credit), but also…more
| Insurance, Taxation, Wills, Trusts, & Estate Planning

"Business Uses of Life Insurance" JH Journal

Life insurance on the life or lives of one or more of a business's owners or executives can be a useful tool in the advisor's toolbox when dealing with risks facing the business. It is commonly used to fund entity and/or…more
| Business Organizations, Insurance, Taxation

"Dynasty Trusts and Life Insurance: New Opportunities for Leverage" Estate Planning Magazine

Certain provisions regarding the generation skipping transfer tax (GSTT) of the Internal Revenue Code are employed by grantors' counsel in so-called "Dynasty Trusts" for the benefit of multiple generations of beneficiaries. …more
| Insurance, Taxation, Wills, Trusts, & Estate Planning

"Family Limited Partnerships in Estate Planning" Broker World

In the right circumstances, where an independent business purpose recommends the use of a business entity, a family limited partnership, organized under the laws of the state of domicile can be integrated successfully into an…more
| Insurance, Taxation, Wills, Trusts, & Estate Planning

"Nonprofits Can Be Profitable, Too" Broker World

Nonqualified deferred compensation plans for the benefit of executives of not-for-profits must comply with additional rules under ยง457 of the Internal Revenue Code. These additional compliance issues change the way that the…more
| Business Organizations, Insurance, Taxation, Wills, Trusts, & Estate Planning
This profile may constitute attorney advertising. Prior results do not guarantee a similar outcome. Any correspondence with this profile holder does not constitute a client/attorney relationship. Neither the content on this profile nor transmissions between you and the profile holder through this profile are intended to provide legal or other advice or to create an attorney-client relationship.