*** REGISTER ONLINE: Click here to register using our secure online registration page.

Topic: Fixing Broken ILITS (Irrevocable Life Insurance Trusts)

Audience: CFP and insurance professionals

Date:  Wednesday, Oct. 13, 2010

Time: 11 a.m. -  1 p.m.

Location: Community Foundation of Northern Colorado, 4745 Wheaton Drive, Fort Collins

Fee: $55, which includes course materials, lunch and refreshments

Class Instruction: Peter B. Scott, JD, LLM (Tax), Keeth-Scott Law Group, PC and C. Jan Lord, JD, The Law Office of C. Jan Lord, LLC

Course Description: Drafting errors and other problems in an ILIT are generally not apparent at inception, but are revealed over time. Even if the ILIT document is satisfactory, there may be various reasons an advisor may wish to modify the ILIT. Because ILITs are irrevocable, it may appear that little can be done. However, it may be possible to modify an ILIT. In this program we will analyze the common law principles and state decanting statutes that permit modification of an ILIT. We will also explore drafting provisions that should be considered in the design of an ILIT to address these problems from inception

Continuing Education Credits: This program is approved for 2 hours of continuing education credit. The course level is basic to intermediate. A certificate will be provided to assist those who complete the course in meeting the reporting requirements.

*** REGISTER ONLINE: Click here to register using our secure online registration page.

CANCELLATION POLICY: In the rare event that a paid registrant advises our office that he or she is unable to attend the scheduled course, we will make every attempt to apply the registration fee toward a future course. If that is not possible, we appreciate your understanding that the registration fee is not refundable.    

Mark Your Calendar

Fixing Broken ILITS
Thurs. Nov. 18 CPAs and attorneys