The examples show why insurance ownership, trust design, insured selection, and long-term administration must work together. This excerpt comes from the 123 Life Insurance webinar recorded November 4, 2025. Any tax-law figures mentioned reflect information presented as of that webinar date.
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Educational only and not tax or legal advice. Tax-law and exemption figures discussed reflect the November 4, 2025 webinar date and may have changed. ILIT results depend on ownership, transfer timing, trust drafting and administration, gift-tax procedures, premium payments, and the policy remaining in force. Consult qualified estate counsel and a tax professional. Policy guarantees depend on the issuing insurer's claims-paying ability.
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By: 123 Life Insurance
Title: How an ILIT Can Support Estate Liquidity and Legacy Planning
Sourced From: www.youtube.com/watch?v=fExusepgSLs
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