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Using ILITs for Estate Planning

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wardwilsey
wardwilsey

This document discusses using an irrevocable life insurance trust (ILIT) for estate planning purposes. It notes that ILITs are used to keep life insurance proceeds out of an insured's taxable estate to avoid estate taxes. It provides details on candidates for ILITs, how ILITs pay estate taxes by purchasing assets from the decedent's estate, issues to consider with transfers within three years of death, trustees, paying premiums through gifts or other methods, income and generation skipping transfer tax considerations, and summarizes key points about setting up an effective ILIT.

Economia e finançasNegócios
1 de 17
By Ward J. Wilsey, JD, LLM The Wilsey Law Firm www.wilseylaw.com [email_address] Using an ILIT in Estate Planning
Circular 230 Warning ,[object Object],2007 (c)
Life Insurance in Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Estate Tax Considerations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Purpose of ILIT ,[object Object],[object Object]
Candidates for an ILIT ,[object Object],[object Object],[object Object],[object Object]
How an ILIT pays estate taxes ,[object Object],[object Object],[object Object],[object Object],[object Object]
Transfers within 3 years of Death ,[object Object],[object Object],[object Object],[object Object],[object Object]
Irrevocable Life Insurance Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object]
Trustees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Paying the Premiums ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Annual Gifting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Warning About Crummey Powers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Income Tax Considerations ,[object Object],[object Object],[object Object],[object Object]
Generation Skipping Transfer Taxes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ILIT Summary ,[object Object],[object Object],[object Object],[object Object]
Ward J. Wilsey, JD, LLM The Wilsey Law Firm www.wilseylaw.com [email_address] Questions???

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Using ILITs for Estate Planning

  • 1. By Ward J. Wilsey, JD, LLM The Wilsey Law Firm www.wilseylaw.com [email_address] Using an ILIT in Estate Planning
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  • 17. Ward J. Wilsey, JD, LLM The Wilsey Law Firm www.wilseylaw.com [email_address] Questions???