Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Trusts & Estates Section Webinar
The Flexible Irrevocable Insurance Trust
Start Date - End Date
November 04, 2020
11:00 AM - 12:00 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Speakers:
Christina Ahluwalia, JD, MBA
Financial Advisor, WestPac Wealth Partners
Thomas Barrett, JD, LL.M
Advanced Planning, MassMutual
Christopher Bieler, MBA
Financial Advisor, Capstone Partners
The Flexible Irrevocable Insurance Trust
This course addresses the concerns that many grantors have with the irrevocable nature of the typical irrevocable insurance trust. It will help the participants: understand some common planning concepts with Life Insurance Trusts in light of current estate planning environment; work with clients and their advisors to overcome common estate/trust planning challenges to the use of irrevocable trusts; review some of the ways a trust may be drafted to make it better able to adapt to changing circumstances; and understand a few ways through which grantors, trustees, and beneficiaries can act to respond to future changes.
This program is approved for 1.0 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
Speakers
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