Notwithstanding the increased federal (and, in some cases, state) estate tax exemptions, irrevocable life insurance trusts continue to be a fundamental and frequently used estate planning tool. Properly structured, irrevocable life insurance trusts allow life insurance death benefits to pass free of estate tax.
This presentation, led by attorney Jed Albert, discusses the gift, estate, generation skipping transfer and income tax issues relating to the creation and maintenance of irrevocable life insurance trusts. It also provides the participant with a roadmap that can be used to minimize the impact of those taxes.
Since 1987, Mr. Albert has represented individuals and fiduciaries with respect to complex estate planning (including gift, estate and generation-skipping transfer tax planning), charitable giving, business succession planning and trust and estate administration.
Excellent instructor - provided basic life insurance trust information in an easy to understand fashion.
Excellent program. Very informative.
Comprehensive and well presented
In depth and informative
Really great substance, drilled down, and presentation!
Excellent discussion on tax implications.
Very informative. Good detail and likes that he included other considerable options.
Very detailed and extremely knowledgeable with regard to this area.
God speaker, very knowledgeable and able to explain in an understandable way.
one of the best seminars I have listened to.
Excellent for a difficult subject
Best explanation I have ever seen on this topic. Very, very helpful.
Great topic. Very good speaker.
Very good presentation
Very nicely done
Would love to see more courses from Mr. Albert!
This is an important topic in family law that comes up from time to time in the areas of policy that I work on. The course was a useful refresher/overview.
he was great in his presentation
Excellent, informative and engaging.
This course was excellent to provide information on the nature and purpose of irrevocable life insurance trusts.
Very practical information for a practitioner or even someone who wants to be a very informed consumer that doesn't practice in this area.
the presenter knows his stuff
One of the better lecturers I've seen.
very good presentation
Excellent presentation of information. Presenter was well informed and conveyed information with clarity and was succinct. Covered many scenarios and provided good examples of various situations that could occur.
Excellent summary of complicated area
Terrific presentation! Information on right of withdrawal was helpful.
This was excellent and provided super-relevant, practical, useful information.
Great information. Now I will go back and listen again.
Interesting and informative
Clear and concise explanation and understanding.
I was looking for a primer on ILIT and this is exactly what I needed.
The lecturer was very informative and I found his discussion of income tax issues and generation skipping tax issues helpful. Also the Turner case information regarding Crummey Letters and payment of premiums directly to the insurance company was also helpful.
Excellent. Best presentation on Lawline
Well-paced program spearheaded by a talented and knowledgeable speaker familiar with the nuances of irrevocable life insurance trusts. Albert supplies a roadmap that participants can use to successfully navigate this fundamental and frequently used estate planning tool.