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?

Whether you’re a life insurance agent, financial advisor, CPA or attorney, join us and nationally renowned estate planning and asset protection attorney Steve Oshins  for a very timely presentation entitled, “Understanding and Using Irrevocable Life Insurance Trusts”.

Steve will help you grasp the basics about ILITs, including how they are drafted and how they are funded. This session will enable you to “talk the talk” with your clients and take your practice to the next level.

On this teleconference, you will learn:

  • When and why an ILIT 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!)
  • Program Title: Understanding and Using Irrevocable Life Insurance Trusts
  • Speaker:
  • Duration: 90 minutes

Steven J. Oshins

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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