Wells Marble member, R. David Marchetti, will be speaking at Mississippi State University’s Insurance Day on Wednesday, April 3, 2019. His speech will provide an overview of income, estate, gift, and GST tax issues in structuring ownership of life insurance policies, including policy loans, sale, transfer, and surrender issues with life insurance trusts and other potential tax traps.
For registration and more information, please visit https://business.msstate.edu/iday/.
