516-227-0700

Drafting, Funding and Properly Maintaining an ILIT and SNT

calendar iconOctober 4, 2018

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SCBA Center

560 Wheeler Rd. Hauppauge, NY 11788

Intended Audience: Intermediate - Advanced Attorneys.

clock icon12:30pm - 2:10pm

Contact Info:
Phone: 631-234-5899

This intermediate elder law program answered questionselder law practitioners have about drafting, funding and properly maintaining two types of popular trusts used in elder law planning: Irrevocable Life Insurance Trusts and Special Needs Trusts, with an emphasis on the use of life insurance policies to fund the trusts.

Farrell Fritz partner Joseph T. La Ferlita presented along with Henry Montag, CLTC, of TOLI Center East.

Attendees received 2 CLE credits in Professional Practice.