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Crummey Trusts: Irrevocable Life Insurance Trusts, Beneficiary Powers, and Notification Requirements

When: July 23, 2020

People: Michael T. Clear

On July 23, 2020, Partner Michael Clear spoke on behalf of Strafford on the topic of, “Irrevocable Life Insurance Trusts, Beneficiary Powers, and Notification Requirements.” Lawrence M. Lipoff, CPA, TEP, CEBS, Director of CohnReznick, also participated as Michael’s co-presenter. Michael and Lawrence reviewed how estates can benefit from ILIT; how to meet crummey notification requirements; and how crummey trusts are utilized in estate planning.

To learn more about this recorded event, click here.

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