09 Jan 2024

NASSAU COUNTY BAR ASSOCIATION (NOV 15TH 2023) – WHAT THE ATTORNEY/CPA NEEDS TO KNOW ABOUT TRUST PLANNING WITH LIFE INSURANCE

In November 2023, I was invited by the Nassau County Bar Association to host a Dean’s Houe webinar on the topic of Drafting and Funding of Irrevocable Life Insurance Trusts (ILITs). My co-host, Vince Russo Esq., and I discussed useful strategies regarding the creation and funding of various types of Trusts and Buy-Sell Agreements.

Stream the video below for a replay of the webinar. Download a copy of the handouts I provided to attendees a this link.