Irrevocable Life Insurance Trusts (ILITS) - Still Relevant?
May 2015
Irrevocable Life Insurance Trusts (ILITS) – Still Relevant?
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Topics Include:
- What to Do with Them Now?
- What are the Fact Situations that Call for the Use of an ILIT?
- What are the Key Provisions of an ILIT?
- What are the Pitfalls When Using an ILIT?
- Keeping, Killing, Lapsing, Terminating
- How to Access Insurance Cash Value
- Appropriate Trust Investment Today?
Learn the answers to these and other important ILIT questions when you attend this informative program!
Presented by James Buchanan III, Esq., Norvell Brasch, Esq., Daniel Rich, Executive Vice President and Trust Manager, and Michael Weinberg, JD, AEP
UNDERSTANDING AND USING TRUSTS: A NINE PROGRAM SERIES:
CBA-CLE and the CBA Trust and Estate Section are proud to bring back this informative, practical series of CLE programs on understanding and using trusts in your practice. This series consists of nine programs, each dedicated to a key area of trust law.
The expert members of the faculty will explain the purposes, mechanisms and key clauses included in a wide variety of trusts typical for a Colorado trust and estate practice. They will explain the client needs that each trust addresses and how each type of trust meets those needs. The faculty will also point out common errors that practitioners sometimes make when working with these trusts. Other important issues that concern trusts, such as taxation, ethics, liability, and malpractice will also be covered.
The entire series of programs includes a total of 36 CLE credit hours of instruction, providing you with a detailed trusts education that goes a level deeper than ordinary CLE seminars!
From taxes, to funding, to the duties of the trust-maker, beneficiary, and trustee, you will get current guidance on the use of trusts in your practice, making this a "must attend" series of seminars.
REGISTER FOR THE 9-PROGRAM SERIES AND SAVE!
CLICK HERE TO REGISTER NOW!
Agenda:
8:30am
Registration and Continental Breakfast
9:00am - 10:00am
Program
10:00am - 10:15am
Networking Break
10:15am - 11:15am
Program
11:15am
Adjourn
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $209.00 |
| CBA Member | $189.00 |
| CBA Trust & Estate Law Section Member | $169.00 |
| New Lawyer - (in practice 5 years or less) | $149.00 |
| CLEACCESSPASS--ELITE Pass Holder | $0.00 |
- General Credits: 2.00
- Ethics Credits: 0.00
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
- The purposes, mechanism and key clauses in a wide variety of trusts typical for your Colorado trust and estate practice
- Important issues such as tax, ethics, liability and malpractice will be covered
- 9 programs in all!