Conference Materials

2015

ILITs

Wednesday, April 22, 2015 9:15 AM - 10:15 AM

Speaker

Fran DeMaris

Executive Vice President
CANNON FINANCIAL INSTITUTE
Athens, Georgia

Speaker Bio

Session Description

Irrevocable Life Insurance Trusts aren't new, but some of the things that surround them are.  Come hear Fran speak to the newest info on one of the older tax avoidance tools in the estate planning arsenal.  Though ILITs may be less popular in the rising world of exemptions, they still may play a role for some.  And they absolutely require significant understanding to do them well.  Remember, we still have Gift Tax and GST issues, as well as a need to monitor asset quality annually.  So, be sure to stop, visit, and learn what you should know moving forward...

Session Materials

Presentation

Handout