SPOKANE ESTATE PLANNING COUNCIL

Irrevocable Life Insurance Trust (ILIT) Administration Risks

Presented By:

John Barkhurst, Sr. New Business Development Manager, ITM TwentyFirst

Key Topics of Presentation March 26, 2019

1. The TOLI Handbook
2. What is an ILIT
   1. Why use an ILIT and how they help
3. What are a trustee’s duties and responsibilities
4. Guidance for trustees
   1. Uniform Prudent Investors Act (UPIA)
   2. The Unique & Hard to Value Assets Handbook
5. Fiduciary Risk
   1. Key trust owned life insurance (TOLI) statistics
6. Life insurance policy remediation
   1. Policy remediation case studies

Closing thoughts and questions

**Continuing Education is provided for MCLE, CFP Board, CPE. There will not be OIC for this meeting.**

Please See below for links to presentation materials links for download "Related Documents"