Kevin Wark, CALU Senior Advisor, discusses the recent decision in Crichton et al. vs. HMQ in the context of corporately held life insurance upon death and valuation of the corporate shares for probate purposes.
Sources:
CALU Special Report – Valuing corporate owned life insurance: A new twist
Recorded March 15, 2022
This video is for general information purposes only and deals with dynamic, time-sensitive and complex matters that may not apply to particular facts and circumstances. The information provided should not be relied upon as a substitute for specialized professional advice in connection with any particular matter. For more information visit videotax.com/disclaimer. ©Video Tax News Inc. 2022, All Rights Reserved.