PLR 201919003: Insurance Purchased by Trust Not Includible in Gross Estate

~ lsaret

In PLR 201919003, the Service ruled that the proceeds of life insurance on the life of a trust beneficiary would not be includible in the beneficiary’s gross estate following modifications to the fiduciary provisions of the trust.

See PLR 201919003 by clicking here.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

Published by lsaret

Leave a Reply

Fill in your details below or click an icon to log in:

Gravatar
WordPress.com Logo

You are commenting using your WordPress.com account. ( Log Out /  Change )

Google photo

You are commenting using your Google account. ( Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. ( Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. ( Log Out /  Change )

Cancel

Connecting to %s