Trusts, Estates & Probate

4.68

Life Insurance in Estate Planning and Administration

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Washington CLE Approved 3 Total
OnDemand
2 hours 58 minutes
Scott Taddiken
With Scott E. Taddiken from Stevens & Brand LLP
Recorded November 13, 2023
Product ID 97175

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Overview

Help Clients Weigh Their Options and Ensure Effective Transfer

Life insurance can be a powerful estate planning tool, if used correctly. This focused legal guide weighs life insurance creditor protection, legacy building, and tax planning uses. Learn how life insurance is used in funding long-term care and charitable giving. Experienced faculty will also provide cogent guidance on handling life insurance proceeds in estate administration. Improve your planning skills - register today!

  • Understand your clients' options when choosing a life insurance policy.
  • Get practical drafting tips for irrevocable life insurance trusts.
  • Improve long-term outcomes with strategic beneficiary designations.
  • Prevent common mistakes in administering estates involving life insurance policies.

Abbreviated Agenda

  1. Life Insurance as an Estate Planning Tool
  2. Beneficiary Designations
  3. Charitable Planning With Life Insurance
  4. Asset Protection Considerations
  5. Irrevocable Life Insurance Trusts (ILITs): Top Uses, Key Provisions, Administration
  6. Life Insurance Policies and ILITs at Estate Administration

Related Topics

Product ID 97175

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Life Insurance as an Estate Planning Tool

    1. Pros and Cons of Using Life Insurance as an Estate Planning Tool
    2. Types of Policies: Managing Risk
    3. Tax Planning Considerations
    4. Using Life Insurance to Pay for Long-Term Care

  2. Beneficiary Designations

  3. Charitable Planning With Life Insurance

  4. Asset Protection Considerations

  5. Irrevocable Life Insurance Trusts (ILITs): Top Uses, Key Provisions, Administration

    1. Drafting Tactics and Effective Trust Language
    2. Tax Approaches
    3. What to Do With Old ILITs Not Fulfilling Their Original Intent
    4. Common Mistakes

  6. Life Insurance Policies and ILITs at Estate Administration

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals may also benefit.

Speakers

Scott E Taddiken
Scott E.
Taddiken
Stevens & Brand LLP
Speaker bio
Scott E Taddiken

Scott E. Taddiken

Stevens & Brand LLP
Scott Taddiken

is an attorney in the Topeka law office of Stevens & Brand LLP. He practices in the areas of wills, trusts, and estates, and succession planning. In addition to practicing law, Mr. Taddiken enjoys teaching as an adjunct professor at KU Law School. He earned his B.S. degree from Kansas State University, his M.B.A. degree from Washburn University and his J.D. degree from Washburn University School of Law. Mr. Taddiken also speaks regularly at various conferences throughout the state of Kansas. He is a member of the Kansas and Topeka Bar Associations.

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