Épisodes

  • 13. Utilizing SMA Programs inside of PPLI & PPVA

    13. Utilizing SMA Programs inside of PPLI & PPVA
    Sep 8 2023
    55 min
  • 12. Corporate Transparency Act: Chris Lauer

    12. Corporate Transparency Act: Chris Lauer
    Mar 22 2023
    33 min
  • 11. Estate Planning for Families with Minor Children & Business Owners: Shane Jasmine Young

    11. Estate Planning for Families with Minor Children & Business Owners: Shane Jasmine Young
    Nov 21 2022
    39 min
  • 10. Fundamentals of Private Placement Life Insurance

    10. Fundamentals of Private Placement Life Insurance
    Sep 2 2022
    • Private placement life insurance defined (PPLI)
    • How it works
    • How it's different from a traditional insurance policy
    • Who can benefit with client examples
    • The best PPLI jurisdictions
    • Emerging trends and planning opportunities
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    39 min
  • 9. Common Trust Drafting Mistakes: Vanessa Kanaga

    9. Common Trust Drafting Mistakes: Vanessa Kanaga
    Sep 9 2021
    27 min
  • 8. Estate Planning for Singles: Jonathan Blattmachr & Martin Shenkman

    8. Estate Planning for Singles: Jonathan Blattmachr & Martin Shenkman
    Jul 2 2021
    20 min
  • 7. Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendan Bybee

    7. Estate Planning and Compliance Considerations for Intellectual Property Assets: Brendan Bybee
    May 29 2021
    31 min
  • 6. Irrevocable Life Insurance Trust (ILIT) Fundamentals & Benefits: Janet Tempel, Sr. Trust Officer

    6. Irrevocable Life Insurance Trust (ILIT) Fundamentals & Benefits: Janet Tempel, Sr. Trust Officer
    Mar 31 2021

    This episode focuses on the fundamentals of Irrevocable Life Insurance Trusts (ILITs). We spoke with trust expert, Janet Tempel, Senior Trust Officer at Peak Trust Company to cover:

    • What is an Irrevocable Life Insurance Trust?
    • What are the benefits of using an ILIT? 
    • How should the attorney/trustee work together to set expectations with clients about the process of setting up an ILIT?
    • How do tax returns for an ILIT work?
    • And much more... 
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    29 min