Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Many advanced planning articles have been written about the tax benefits of intentionally defective trusts, particularly on the topic of sales transactions. Although tax benefits are very important, there are many non-tax benefits as well when such trusts are used in an irrevocable life insurance trust or ILIT.


Join ThinkAdvisor

Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!

  • Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
  • Exclusive discounts on ALM and ThinkAdvisor events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join ThinkAdvisor

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.