JH Advanced Markets Radio
A Year-End Review of 2011 Part 1

In the first of a two-part discussion, Randy Zipse, JD and Senior Counsel, The Advanced Markets Group, is joined by John Hancock Advanced Markets attorneys Kevin Blanton, Josh Winslow, Caroline McKay and Kristin Bulat for a look at some of the topics that featured prominently in Advanced Markets cases in 2011. With an emphasis on maintaining planning flexibility, they discuss the $5M exemption in the context of historically low interest rates, and touch on refinancing of existing arrangements, premium financing and MECs, Spousal Access Trusts, as well as State estate tax, and creditor protection.

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