"To ILIT or Not to ILIT. That is the Question."

Take Away

Responsibilities and malpractice risk associated with accepting trust protector/trust advisor, investment advisor, administrative trustee, and designated representative positions.
Transferring existing policies in and out of ILITs -- How, when, and why to do so.
Maintenance of the ILIT -- Timing of cash flows, Crummey notices, and the very real difference between lapsing and waiving.
Whether ‘tis nobler to be a Grantor trust or not.

Irrevocable Life Insurance Trust

Our “Thought Leader Series Webcasts” are complimentary and are offered once each quarter to forward-thinking practitioners who want to stay on the leading edge of knowledge. Please check the Education Calendar for upcoming webcasts.

First Name *

Last Name *

Position

Company Name *

Street *

City *

State/Province *

Zip/Postal Code *

Email (we will keep your email completely private) *

Business Phone *

If you are an attorney, please describe your status: *

If Other, please describe:

Please tell us about your interest level: *

How did you hear about us? *

Who referred you, or what Internet search phrase did you use?