Name
Life Insurance Shares: Advanced Tax Strategies in Estate Planning
Date & Time
Tuesday, September 15, 2026, 11:35 AM - 12:30 PM
Hemal Balsara
Description

Dive deep into the sophisticated world of Life Insurance Shares and unlock their potential as a pivotal tool in tax efficiency, estate planning, and multi-generational business succession. Through detailed case studies, learn how life insurance share strategies can be designed to enhance intergenerational business tax planning, support equitable estate distribution, and improve planning outcomes. Join us as we explore planning opportunities, identify pitfalls, and discuss tax considerations when working with them.