An Initial Overview of Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts
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    Date Published: August 2010
    583 Pages

    The purpose of this report is to provide readers with an initial understanding of the growing consumer demand for estate planning & charitable giving services, often delivered through life insurance & trust accounts. This report addresses the aging baby boomer population and their increased focus on both broader wealth management services and specifically estate planning & charitable giving issues. This is the second draft of Tiburon’s research on this topic.

    Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report.

    This is Tiburon’s second draft of this report; this draft aligns the report’s structure with that of other Tiburon research reports, includes a new introduction, includes a section of private annuities, & adds a service providers section to the appendix.

    Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.
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