CASE STUDIES & WHITEPAPERS

Real-life examples of how Life Insurance Trust Company helps financial advisors, estate planning attorneys, grantors, and beneficiaries with the nuances of Irrevocable Life Insurance Trust management.

CASE STUDIES

Trust Officer Turned Detective How LITCO Located Missing Beneficiaries

LITCO Trust Officer Turned Detective

How LITCO navigated a complicated death benefit distribution by finding missing beneficiaries.

Preventing-a-500K-loss

PREVENTING A 500K LOSS WITH A POLICY REVIEW

How LITCO’s policy review stopped a replacement that could have cost the trust up to $500,000 in benefits.

Trust Review Reals Missed Distribution

TRUST REVIEW REVEALS MISSED DISTRIBUATION

While onboarding new trusts, LITCO’s routine review uncovered an overdue beneficiary distribution.

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WHITE PAPERS

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JOIN OUR NEXT WEBINAR!

we’re hosing a Q&A with the business valuations experts at itm

Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.  
 
In this webinar, we’re talking with valuations experts from ITM to get a better understanding of when and why a trustee should seek out a privately held business valuation.