Advanced Estate Planning Strategies Using Trusts and IULs
October 14 @ 11:00 am - 12:00 pm
Join us as we discuss trusts and permanent life insurance used in estate planning. Trusts can help clients manage and protect assets, avoid probate and ensure property is distributed according to their wishes.
During this session, you’ll learn about:
- Common types of trusts: understand the differences between revocable and irrevocable trusts and how each may be used within an estate plan.
- Key benefits of trust planning: see how trusts can help avoid probate, provide greater control over asset distribution, protect beneficiaries and address incapacity.
- Trusts and life insurance: explore how trusts, including irrevocable life insurance trusts (ILITs), may be used to own life insurance and support a client’s estate planning goals.
Bring your questions for a live Q&A. We look forward to seeing you!
Wed, October 14, 2026 10:00 AM – 10:45 AM (UTC-06:00) Central Time (US & Canada)