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Life insurance is an essential estate planning tool that many people use to protect their family’s future. However, the majority of policy owners and their advisors treat life insurance as a buy-and-hold asset rather than as an investment with critical tax advantages. Sophisticated individuals may diligently manage their stock portfolio or real estate holdings but ignore their life insurance policies.
Active and careful management is required Grace Bronstein, Ian Weinstock | Mar 24, 2021 Many trustees mistakenly believe that life insurance is a static financial instrument. However, trust-owned life insurance (TOLI) requires active and careful management. Recent case law provides a roadmap for how trustees can adequately manage TOLI pursuant to the Uniform Prudent Investor Act (UPIA).
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