Forums Support Library KEA – Kugler Estate Analyzer™ Funding Life Insurance Premiums via QPRT, GRAT or CLAT


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    • Kathleen Reynolds
      Post count: 428

      One of the problems many estate owners have is finding enough Annual Exclusion beneficiaries to cover the substantial premium on a life insurance policy owned by an irrevocable life insurance trust. This technique allows the user to have the proceeds of a successful QPRT, GRAT or CLAT pass to a life insurance trust. The proceeds can then be converted to cash and used for subsequent premiums.

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