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January Educational Seminar: Life Insurance Trusts- What Lurks Beneath the Surface?
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When: Wednesday, January 10, 2018
From 11:30am until 1:30pm
Where: Morgan, Lewis & Bockius
1 Federal Street
Venue 13
Boston, Massachusetts  02110
United States

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January Educational Seminar:

Life Insurance Trusts- What Lurks Beneath the Surface?


Join us on January 10th from 11:30am-1:30pm at Morgan Lewis with speakers David Appel and Amiel Weinstock.


A growing concern for many estate planning professionals is that over the next ten to 15 years there will be an onslaught of litigation by trust beneficiaries against the trustees of irrevocable life insurance trusts(ILITs) because the asset that the trustees were charged with safeguarding has imploded or become worthless. This presentation explores some of the basic parameters of the trustee’s job description and highlights actions and considerations for those trustees as they do their best to serve the settlor and beneficiaries of their trust.  The presentation will also cover the various types of life insurance and the present risks that the current economic environment poses to certain policies. 


*Lunch will be provided


Member Price: $25
Non-Member Price: $50