Drafting, Funding and Properly Maintaining an ILIT and SNT
October 4, 2018
560 Wheeler Rd. Hauppauge, NY 11788
Intended Audience: Intermediate - Advanced Attorneys.
12:30pm - 2:10pm
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.