In August 2023, I was invited by the Suffolk Academy of Law to present a program regarding strategies to incorporate and maintain life insurance in various aspects of trust planning as well as buy-sell agreements.

Watch the webinar, titled “Properly Drafting and Maintaining Life Insurance In Your Clients’ ILIT,” below. You can download the handouts I compiled to accompany the presentation at this location.

As always, feel free to reach out at henry@thetolicentereast.com or call (516) 695-4662 if you have any questions.