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Properly Structuring and Coordinating Client Trusts with Life Insurance Vehicles Funding Them
Webinar
Properly Structuring and Coordinating Client Trusts with Life Insurance Vehicles Funding Them
Start
06/04/2025 - 12:30 PM
End
06/04/2025 - 2:15 PM
COURSE DETAILS
Learn about some lesser-known facts regarding a client’s life Ins portfolio, including:
- Issues that have resulted in an increasing percentage of life Insurance coverage expiring prematurely;
- other areas that may be adversely impacted as a result of a lack of professional advice; and
- a Buy & Hold practice as opposed to a Buy & Manage philosophy received by a client’s real estate & or stock & bond portfolios.
Understand what most clients are Not aware of regarding their Life Insurance, and what must be done to prevent these and other significant mistakes from occurring, as well as what can be done to correct the situation once its discovered. Then learn about all aspects of Trust ownership, (ILIT’s , SNT’s) of such policies including legal issues in structuring & drafting the Trust, trustee fiduciary liability & responsibility including trust protectors, hold harmless clauses, Crummey letters and other administrative responsibilities.
FACULTY
Robet S. Barnett, Capell Barnett Matalon & Schoenfeld, LLP;Henry Montag,The Toli Center East
CLE CREDITS
2 NY Credits: 2 Skills; Transitional and Non-transitional; 2 NJ Credits: 2 General
GENERAL INFORMATION
To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.
For technical and account-related issues, please get in touch with us at dradjabov@nycla.org
Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.
Course Materials: We will email the link to download course materials 30 minutes before the program starts.
CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.