top Ad Widget

Collapse

Announcement

Collapse
No announcement yet.

Whole Life Insurance - "Cash Value"

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

    Whole Life Insurance - "Cash Value"

    Filed 7 a few weeks ago and at my 341 I disclosed having a whole life policy with cash value. However, my policy stipulates that "cash" can only be removed in 3 ways. 1.) Once a year policy withdrawal up to 10% of surrender value. 2.) Policy loan as a percentage of net surrender value availability. 3.) Cancel policy and receive ending net cash surrender value.

    In discussions with the trustee, he argued that the cash surrender value is non exempt and not protected unless included on the schedule. Because of other exemptions, I can't exempt this, however by surrendering the policy would in therefore cancel the policy. I have had the policy for 12 years and if it is cancelled, there would be an incredible hardship and expense to replace it now that I'm 12 years old. Can the bankruptcy court force cancellation of a life insurance policy?

    Any thoughts? My attorney is not knowledgeable in this area of bankruptcy.

    PS. I've got the worst trustee not only in Georgia, but the entire United States!

    #2
    Did you check the allowed insurance exemptions?
    Detailed listing of Georgia Bankruptcy exemptions. Includes citations to specific statutes for state exemption laws and federal bankruptcy law. Exemption laws determine what property you can keep when you file for bankruptcy.


    Insurance exemptions
    Virtually all states protect life insurance proceeds in some manner or another. Some restrict it to proceeds paid to a dependent. Many states also protect the cash-value or loan-value of insurance policies.

    If a substantial amount of your assets are in life insurance, you may want to consult a professional to determine the extent to which those policies are exempt. The website AssetProtectionBook.com does particularly thorough job of covering Georgia insurance exemptions.Unmatured life insurance contract


    Filed CH 7 9/30/2008
    Discharged Jan 5, 2009! Closed Jan 18, 2009

    I am not an attorney. None of my advice is legal advice in any way..

    Comment


      #3
      This makes me happy I live in Nevada - we have an UNLIMITED life insurance cash value exemption as long as the premiums paid for that policy have been less than $15k per year. Theoretically you could have a policy with $50k cash value and keep it.

      --William
      I am an attorney, but I am just not your attorney.
      As such, any statement is not intended to create an attorney/client relationship.

      Comment

      bottom Ad Widget

      Collapse
      Working...
      X