Below are the available bulk discount rates for each individual item when you purchase a certain amount
- Buy 25 - 99 and get 6% off
- Buy 100 - 499 and get 12% off
- Buy 500 or above and get 14% off
- Availability: Confirm prior to ordering
- Branding: minimum 50 pieces (add’l costs below)
- Check Freight Rates (branded products only)
- Outright transfers, transfers in trust, and indirect gifts
- The uses and issues relating to Crummey powers
- The gift tax marital deduction
Following this, the authors explain the gift tax in further detail, including cases when a gift occurs with respect to a life insurance policy, the valuation of the gift, and the availability of the gift tax annual exclusion and the gift tax charitable or marital deduction. Subsequent chapters address other relevant topics, including:
- Estate taxation of life insurance, with emphasis on the two IRC sections that have particular application to life insurance: sections 2035 and 2042
- Generation-skipping transfer tax and its application to life insurance and irrevocable life insurance trusts
- Community property considerations
Branding Options (v), Availability & Lead Times
- 1-Color Imprint: $1.00 ea.
- Promo-Page Insert: $2.00 ea. (full-color printed, single-sided page)
- Belly-Band Wrap: $2.00 ea. (full-color printed)
- Set-Up Charge: $40 per decoration
- Availability: Product availability changes daily, so please confirm your quantity is available prior to placing an order.
- Branded Products: allow 10 business days from proof approval for production. Branding options may be limited or unavailable based on product design or cover artwork.
- Unbranded Products: allow 3-5 business days for shipping. All Unbranded items receive FREE ground shipping in the US. Inquire for international shipping.