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DTSTART:20190327T001500Z
DTEND:20190327T023000Z
LOCATION:Hemmingson Center - Gonzaga University Campus
UID:1642420190327T001500ZIrrevocable Life Insurance Trust (ILIT) Administration Risks
DTSTAMP:20260408T120249Z
DESCRIPTION:\n \n \nIrrevocable Life Insurance Trust (ILIT) Administration Risks\n \nPresented By:\n \nJohn Barkhurst, Sr. New Business Development Manager, ITM TwentyFirst\n \n \n \nKey Topics of Presentation March 26, 2019\n \n \n The TOLI Handbook What is an ILIT Why use an ILIT and how they help  What are a trustee’s duties and responsibilities Guidance for trustees Uniform Prudent Investors Act (UPIA) The Unique & Hard to Value Assets Handbook  Fiduciary Risk Key trust owned life insurance (TOLI) statistics  Life insurance policy remediation Policy remediation case studies  \nClosing thoughts and questions\n \n \n \n**Continuing Education is provided for MCLE, CFP Board, CPE. There will not be OIC for this meeting.**\n \n \n \nPlease See below for links to presentation materials links for download "Related Documents"\n \n \n \n \n \n \n
SUMMARY:Irrevocable Life Insurance Trust (ILIT) Administration Risks - Spokane Estate Planning Council 
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DESCRIPTION:Reminder
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