Irrevocable Life Insurance Trusts - Advanced Trusts and Estates Webinar

Irrevocable Life Insurance Trusts - Advanced Trusts and Estates Webinar

Regular price $129.00

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 

States Pre-Approved: AR, CA, NV, MO, NJ, NY, OK, PA, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: CO, GA, IL, NC, OH, UT

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

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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.


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