Irrevocable Life Insurance Trusts - Advanced Trusts and Estates Webinar

Irrevocable Life Insurance Trusts (ILITs, pronounced “eye-lits”) are a powerful tool; when properly deployed, they can be extremely effective, but if misused or poorly designed, they can be disastrous for clients and beneficiaries alike. This presentation will cover ILITs from A to Z, beginning with basic information about life insurance and progressing to an in-depth discussion of taxation, Crummey powers, generation-skipping transfer taxes, and the reciprocal trust doctrine. Included is a step-by-step analysis of ILIT order of operations.

Presented by: Phoebe Stone, JD, MA (Bioethics)

CLE: 1.0 general credit 

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, UT, VT

(AK, AZ, CT, MO, ND, NH, TX eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.