Comprehensive Guide to ILITs
Securian’s comprehensive Guide to Irrevocable Life Insurance Trusts (ILITs) gives you an overview of the most popular trust variants, as well as specimen agreements you can forward to start estate tax planning conversations.
- Traditional ILITs
- Spousal Limited Access Trusts (SLATs)
- Beneficiary Limited Access Trusts (BLATs)
- Partner Limited Access Trusts (PLATs)
- Dynasty Trusts
Use the guide to introduce your affluent clients to the benefits of using trusts to mitigate or eliminate confiscatory estate taxes. You can also use it to introduce your expertise with attorneys who serve wealthy clients.