Learn about different tax treatments of irrevocable life insurance trusts, and which is best given certain circumstances.
By attending this presentation on Life Insurance Trusts (ILITs), participants can expect to gain a comprehensive understanding of the critical components involved in establishing and managing these trusts. This knowledge will empower attendees with the ability to make informed decisions when it comes to their estate planning and financial future. Specifically, attendees will learn how to structure an ILIT, the tax implications of transferring assets to it, and the intricacies of administering the trust. Moreover, the presentation will provide insights into handling special considerations like special needs beneficiaries and addressing changes in goals over time. Understanding ILITs is vital for anyone looking to protect their wealth, minimize tax liabilities, and ensure the financial security of their loved ones. Whether you're a seasoned attorney or just beginning to explore estate planning options, this presentation offers valuable insights that can significantly impact your financial well-being and legacy planning.
Agenda
Faculty
Vanessa M. Terzian
Lagerlof, LLP
- Partner at Lagerlof, LLP
- Specializing in estate planning, trust administration, and probate
- Adjunct professor of trust and wills, Southwestern Law School
- Rising Star, Super Lawyers, 2015 - 2017
- Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
- Active member of the California State Bar and member of the Trusts and Estates section
- J.D. degree, dean’s honors and recipient of dean’s full tuition academic scholarship, Loyola Law School; B.A. degree, magna cum laude, UCSD
- Can be contacted at 626-683-7234, [email protected], or lagerlof.com
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