The Creditor Tsunami

WHAT WE’LL COVER

In the 1990s, it seemed that nearly every client needed an Irrevocable Life Insurance Trust (ILIT) to keep the life insurance death benefit out of their taxable estate given the low estate tax exemption. Fast forward to 2019 and roughly 99.9% of our clients have no federal estate tax. We are therefore seeing very few ILITs. But what about creditor protection? Do we really want our clients’ creditors (who really, really, really hate them!) to take their life insurance policies after getting a judgment? Whether you’re an attorney, an accountant, a trust officer, or a financial planner, it is crucial for you to attend this very important webinar. Join nationally-known estate planning attorney Steve Oshins as he describes this life insurance creditor tsunami and how to use various asset protection techniques in place of ILITs to protect the life insurance policies from creditors.

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 8/06/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $0