In this informative webinar, Jim and Certified Financial Planners Christina Lindsey Orta and Shannon Beahan will discuss a potentially power strategy: Irrevocable Life Insurance Trusts (ILITs). If structured properly, ILITs can decrease the value of your taxable estate, minimizing estate taxes, while providing potential asset protection and preserving liquidity to beneficiaries. What is an ILIT? Who are they right for? What are some common pitfalls to avoid? This webinar will help answer these questions and more!
👉 Book a Call at to learn how to make a living trust, avoid California estate tax, and talk to a living trust lawyer.
00:00 2026 Estate Tax Exemption Sunset
04:30 Disclaimer
05:44 Why Now?
09:55 What's the Opportunity?
14:49 Components of a Taxable Estate
18:00 Transfer Wealth Without Tax
23:26 Irrevocable Life Insurance Trust Benefits
28:27 How does an Irrevocable Life Insurance Trust Work?
33:07 Maintaining an Irrevocable Life Insurance Trust (ILIT)
35:39 Policy Selection
38:00 Case Study 1- Business Owner
42:00 Case Study 2- Complex Gift Planning
48:58 Contact Us!
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By: CunninghamLegal
Title: 2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
Sourced From: www.youtube.com/watch?v=PPHna-1OR3M
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