Melvin A. Warshaw

A. Warshaw

Mel is the General Counsel of Financial Architects Partners. Mel is currently the chair of the American Bar Association (ABA), Real Property Trusts & Estates Section (RPTE) Task Force on Policy Valuation. His article, "ILIT Trustees: Bridge Out Ahead... Lock in Your Navigation System," will be published in the ABA's Probate and Property June 2010 edition. He has been nominated to be Vice Chair of the ABA RPTE Insurance and Financial Planning Committee for 2010-2011. He is a member of the ABA (RPTE Section), the Boston Bar Association and the Boston Estate Planning Council.

What’s Behind the Increase in Cost of Insurance Charges? 
Melvin A. Warshaw identifies steps advisors should take to proactively represent an irrevocable life insurance trust trustee.
Takeaways on Investor Control 
Melvin A. Warshaw discusses the recent court decision and its implications, cautioning that substance controls over form in the eyes of the Internal Revenue Service
Use of U.S. Life Insurance Policies By Non-Resident Aliens 
Melvin A. Warshaw discusses why this strange arrangement may occur
Life Insurance as an Asset Class 
Melvin A. Warshaw discusses how life insurance can add certainty and liquidity to an investment plan
Integrating Life Insurance Into Planning For Ultra-High-Net-Worth Individuals 
Melvin A. Warshaw stresses the importance of integrating life insurance into planning for high-net-worth families
Whirlwind of Activity 
Richard L. Harris & Melvin A. Warshaw explore the events that shook up the insurance industry in 2012
Higher Reserves on Secondary Guarantee No Lapse Policies
Ever since being introduced, secondary guarantee universal life (SGUL) policies have been under the microscope of state regulators.
SLATs and Life Insurance: Have Your Cake and Eat it Too
Time may be running out to use the current, unprecedented $5.12 million gift tax exemption, which is scheduled to revert to $1 million in 2013. For those on the fence, a balanced strategy is vital.
Managing Trust-Owned Life Insurance 
In Part 1 of this article, published in the December 2011 issue of Trusts & Estates, I examined a lawyer's duty of care to trust beneficiaries and the
A Look Back at Life Insurance 
Life insurance is a confusing topic in and of itself. Start a conversation about life insurance at your next cocktail party and see what happens. The
Watch Your Back and Cover Your Tracks 
A client's lack of sophistication and guidance regarding trust-owned life insurance (TOLI) can put estate-planning lawyers in the hot seat. Most states
Life Insurance Policy Valuation
As discussed at the May 2011 AALU annual meeting, the antiquated gift tax regulations create valuation ambiguities
Life Insurance Planning After the 2010 Tax Act 
The Dec. 17, 2010 enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Tax Act) added the concept of
Life Insurance Planning After the 2010 Tax Act
For some wealthy clients, there's a two-year golden opportunity to maximize enhanced funding strategies and leverage the death benefit. Don't miss out
ILITs and the GST Tax: How Do We Fund Premiums in 2010? 
The estate and generation-skipping transfer (GST) tax will reappear in 2011. For some insureds and the trustees of their irrevocable life insurance trusts
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