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
1.5 NY Credits; 1.5 Skills; Transitional and Non-transitional; 1.5 NJ Credits: 1.5 General
To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.
For technical and account-related issues, please get in touch with us at dradjabov@nycla.org
Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.
Course Materials: We will email the link to download course materials 30 minutes before the program starts.
CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.
