Part 1
Life Insurance Management in a Trust Setting
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Part One of this webinar provides a background of life insurance policy types along with considerations (advantages / disadvantages, etc.) for each type of policy. It reviews the methods (suitability/criteria) to develop best practices for life insurance purchases and/or replacements. It also will provide guidance to the Trustee for the steps that must be taken for managing policies, including proper documentation to mitigate trustee liability.
Presenters: Michael Brohawn, CFP, CLU
Thomas Meyers, Esq.
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Part 2
Life Insurance Management in a Trust Setting
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Part Two of this webinar will provide an overview of the importance of the trust document, including specific issues and problems that can occur and what to look for when accepting a trust. In addition, the webinar will cover the issues that a trustee can run into when dealing with a life insurance trust including managing beneficiaries, and dealing with a non-responsive grantor. |
We are announcing our new Blog that has been written for you to take advantage of our expertise and experience in dealing with ILIT administration for over 12 years. Please go online and read our posts and feel free to "Leave a comment" as we hope to get some great discussions going.... which helps all of us.
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