Inserting Flexibility into Irrevocable Life Insurance Trust Planning

Recent private letter rulings involving trust-to-trust policy sale seem to indicate that the IRS may allow strategies that offer some flexibility in “irrevocable” trust planning. Clients should understand the potential options for restructuring irrevocable insurance plans and the importance of a properly drafted trust agreement to take advantage of those options, if needed in the future.

WRMarketplace_13.48_12.5.pdf download View | Download
Categories: Looking Forward Series