Why Aren’t You Doing More
Life Insurance Trusts?
You’ve heard of Irrevocable Life Insurance Trusts (ILITs) many times, so why aren’t you recommending them to your clients? Is it the fear that you won’t be able to answer your clients’ questions? Is it the fear that ILITs are too complicated?
Join us and nationally renowned estate planning and asset protection attorney Steve Oshins for a very timely presentation entitled, "The ABC's of ILITs".
Steve will help you understand the basics about ILITs, including how they are drafted and how they are funded. This basic to intermediate level session will take you to the next level so you will be on your way to expanding your practice to be able to talk the talk with your clients.
On this 60-minute program, you will learn:
- When and why an Irrevocable Life Insurance Trust is used
- The key design and drafting issues
- The different options for funding an ILIT, including using Crummey gifts, loans and sales
- The tax ramifications of using an ILIT
- Who can (or should) be the settlor, the trustee and the beneficiary
- Many other details that you may not know or have been afraid to ask
Title: The ABC's of ILITs
Duration: 60 Minutes
Cost: $129 for Immediate Download / $179 for Printed Materials & CD
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
Includes: PDF Handout Materials & MP3 Audio Recording
PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
$179 + S&H
By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steve Oshins are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steve Oshins.