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Advanced Personal Financial Planning Conference 2016


25 - ILIT Administration: Winning Strategies and Knucklehead Mistakes


Jan 19, 2016 11:05am ‐ Jan 19, 2016 12:20pm

Description

Clients who have an irrevocable life insurance trust may ask, “Am I doing this right?  Is my trustee doing this right? Do I still need this?” This session will help you answer these questions, spot errors in governance and administration, and offer planning ideas when circumstances change. Attendees will learn:
• How to establish a framework for trust administration that is informed by the trustee’s statutorily defined duties and best practices
• How to approach new facts and circumstances, and know the options for getting out of an ILIT

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