Thought Leader Series: To ILIT Or Not To ILIT. That is the Question
Watch this Thought Leader Series webinar to learn:
- Responsibilities and malpractice risk associated with accepting trust protector/trust advisor, investment advisor, administrative trustee, and designated representative positions.
- Transferring existing policies in and out of ILITs -- How, when, and why to do so.
- Maintenance of the ILIT -- Timing of cash flows, Crummey notices, and the very real difference between lapsing and waiving.
- Whether ‘tis nobler to be a Grantor trust or not.
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