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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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