The great majority of current trustees responsible for your clients’ Irrevocable Life Insurance Trusts are their eldest sons and daughters acting as unskilled/amateur trustees. For the most part they are not aware of various opportunities and strategies available to them, nor are they aware of the responsibility and fiduciary liability they’ve assumed for the maintenance of their trust’s life insurance coverage.
In the near future, (2025), trust planning & trustee guidance will become even more in demand as the estate tax exemption will be reduced from $11,500,000 to approximately $5,600,000.
Our expert speakers will discuss the various strategies to enhance trust planning as well as the techniques to be employed to maintain the life Insurance funding of ILITs so as to to create a larger legacy for the beneficiaries.
This is one program attorneys who have clients with trusts cannot afford to miss!!
Henry Montag, CFP, Managing Director, The TOLI Center East and Andrea B. Schanker, Schanker and Schanker
1 NY Credit: 1 Skills; Non-transitional; 1 NJ Credit: 1 General
All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.
To receive CLE credit for a program in Online Video Format:
Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.
We can only issue CLE credit if the law is still current.
Course Materials: You can download course materials on the Online Video webpage.
