Irrevocable Life Insurance Trust Strategies Post-ATRA: Maximizing Tax and Non-Tax Benefits
Forming, Funding and Administering ILITs or Unwinding Unnecessary Trusts
Recording of a 90-minute CLE webinar with Q&A
This CLE course will educate estate planning counsel on leveraging irrevocable life insurance trusts (ILITs) in the modern estate plan. Our experienced panelists will outline the tax and non-tax benefits of—and options for—unwinding ILITs.
- Federal and state estate tax planning
- Non-tax planning
- Establishing, funding and administering the ILIT
- Unwinding unnecessary ILITs
The panel will review these and other key questions:
- What are the continued tax benefits of an ILIT?
- What are the non-tax benefits of an ILIT?
- What are the best practices in establishing, funding and administering an ILIT?
- What are the techniques for unwinding an unnecessary ILIT?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Givner & Kaye
Mr. Givner has been practicing tax law for more than three decades, specializing in income tax planning, estate tax... | Read More
Mr. Givner has been practicing tax law for more than three decades, specializing in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, as well as individuals and their closely held corporations. He speaks frequently on topics and subjects within his extensive expertise.Close
George D. Karibjanian
Mr. Karibjanian has more than 24 years of experience in the areas of estate planning and probate and trust... | Read More
Mr. Karibjanian has more than 24 years of experience in the areas of estate planning and probate and trust administration. He is Board Certified by the Florida Bar in Wills, Trusts and Estates and is a Fellow in the American College of Trust and Estate Counsel. He represents numerous clients with respect to nuptial agreements, and lectures frequently on the topics of same-sex estate planning and representing a client with potential capacity and undue influence issues.Close
Jill L. Miller
Jill Miller & Associates
Ms. Miller focuses on formulating sophisticated and highly personalized estate plans for individuals and families with... | Read More
Ms. Miller focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She also has particular expertise in estate matters affecting non-US citizens and non-traditional families. She founded the firm in 2004, after working for over a decade in trusts and estates law. Ms. Miller is a Fellow in the American College of Trust and Estate Counsel, and has been teaching Wills & Trusts as an adjunct professor of law at Fordham Law School for 10 years.Close