This on-demand webinar will benefit intermediate to advanced lawyers and insurance professionals who want to obtain a deeper understanding of why ILITs remain viable in the current tax environment. You will learn how to identify situations where an ILIT either alone or in conjunction with other advanced planning strategies may benefit their clients.
Learning Objectives:
- You will be able to discuss traditional uses of ILITs.
- You will be able to explain modern uses of ILITs.
- You will be able to identify who can be a trustee.
- You will be able to discuss collaboration among professionals.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The Traditional Uses of ILITs
- Replacing Wealth
- In Conjunction With Charitable Remainder Trusts
Modern Uses of ILITs
- Using IRA Distributions for a Multiple Purpose Strategy
- Using Bypass Trust Assets Effectively
Using Intentionally Defective Grantor Trusts
- Planning Sales of Existing Policies to IDGTs for Estate Tax Planning
- The Transfer for Value Rule
- Who Can Be a Trustee?
Collaboration Among Professionals
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 26, 2013.
Call 1-866-352-9540 for further credit information.
No Credit AvailableThis program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mark Bregman, J.D.
Law Office of Mark Bregman
Mark A. Bregman, J.D.
- Managing partner of Bregman Burt Feldman, A Professional Corporation
- Practice limited to estate and asset protection planning, probate, trust administration and litigation, and related special situations involving real estate and business transactions
- Former superior court pro tempore (civil and family courts) presiding over short trials, mediation service and settlement conferences
- Previous president and director of the Scottsdale Bar Association, former member of the Fee Arbitration Committee of the State Bar of Arizona, former alternate member of the Disciplinary Hearing Committee of the State Bar of Arizona and former facilitator for the state bar professionalism course
- Frequent presenter of CLE topics
- J.D. degree, Arizona State University; B.A. degree, Virginia Polytechnic Institute and State University
- Can be contacted at [email protected]
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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