Fixing Broken Life Insurance Trusts

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Thursday | February 2, 2006 | 4:00 p.m. – 7:00 p.m.

Sponsor: Trusts & Estates Section

This program is designed to help practitioners identify and address problems that can arise in drafting and administering irrevocable life insurance trusts, including tax issues.

The panel will address failures of Crummey notices or poorly drafted withdrawal provisions, inefficient allocations of GST exemption, and changed circumstances. Attendees will learn techniques for dealing with these problems including transfers to other trusts and judicial modification.

Specific topics include:

• Crummey withdrawal rules and problems;
• Generation-skipping tax rules and problems;
• Tax considerations in transferring life insurance policies out of irrevocable trusts; and
• Judicial modification of irrevocable trusts.

Stephen Ziobrowski, Esq.
Program Chair
Day, Berry & Howard LLP

Shari A. Levitan, Esq.
Holland & Knight LLP

Neal Quenzer, Esq.
Chief Staff Counsel
Supreme Judicial Court

Anne Marie Towle, Esq.
Choate Hall & Stewart LLP

 
Program Prices

$115 - BBA Members
$145 - Non-Members
$80 - BBA Member New Lawyer (admitted after 6/2004)
$60 - BBA Member Legal Services/Government Lawyer

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