Irrevocable Life Insurance Trusts (ILITs) - From the Ground Up Out of Stock
Quantity
February 2010
Irrevocable Life Insurance Trusts (ILITs) - From the Ground Up
Understanding and Using Trusts: An Eight Program Series - Program Three
Program Highlights
- Revocable Living Trusts: Design, Implementation and Other Issues
- Taxation of Trusts
- Irrevocable Life Insurance Trusts (ILITs) - From the Ground Up
- Counseling Trustees on Their Duties
- Understanding Charitable Remainder and Charitable Lead Trusts
- Counseling Clients on the Expanding Requirements of the Uniform Principal and Income Act and the Uniform Prudent Investor Act
- Strategic Trusts for Elderly and Disabled Clients
- Understanding and Using Specialized Trusts, Including GRATs, IDITs and More!
Who Should Purchase This Product
- Trust and Estate Law Practitioners
- Trust and Estate Law Paralegals
- Trustees and Other Fiduciaries
- Anyone Who Needs to Understand and Use Trusts!
Program Description
CBA-CLE and the CBA Trust and Estate Section are proud to present this informative, practical series of CLE programs on understanding and using trusts in your practice. This series consists of eight 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 also 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 inexperienced 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 33 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.
Topics Include:
An irrevocable life insurance trust (ILIT) can be a very effective way to minimize a grantor's estate tax liability. What are the fact situations that call for the use of an ILIT? What types of clients can benefit most from an ILIT? How are ILITs created? What are the key provisions in an ILIT? What are the pitfalls when using an ILIT? Learn the answers to these and other important ILIT questions when you attend this informative program!
Presented by Constance D. Smith, Esq. and Matthew Assini, ChFC
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $199.00 USD
- Member Price $179.00 USD
- General Credits 4.00
- Ethics Credits
- EDI Credits