28 Sep 2018

Drafting, Funding and Properly Maintaining an ILIT and SNT

I invite you to register for an upcoming presentation I will be co-presenting entitled Drafting, Funding and Properly Maintaining an ILIT and SNT. You may have seen recent articles in the Wall Street Journal and Bloomberg discussing the danger of prematurely lapsing life insurance within trusts. I will be discussing this issue in detail.
This program will take place at the Suffolk County Bar Association Center, Thursday, Oct. 4th, from 12:30 PM – 2:00 PM
The program will provide a benefit to Elder Law attorneys, Trust & Estate attorneys, CPAs, and anyone interested in maintaining their life insurance. It will answer questions practitioners have about drafting, funding, and properly maintaining two types of popular trusts used in planning: Irrevocable Life Insurance Trusts and Special Needs Trusts.
Participants will earn 2 professional practice credits for attending.
I’ve included the registration form below. Please reach out if you have any questions.

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