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: Steven J. Oshins
- Duration: 90 minutes
ABOUT THE SPEAKER
Esq., AEP (Distinguished)
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” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates/Tax Law Lawyer of the Year in 2012, 2015, 2016, 2018, 2020 and 2022. Steve has…
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.