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.
LITCO Trust Officer Turned Detective
How LITCO navigated a complicated death benefit distribution by finding missing beneficiaries.
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 REVEALS MISSED DISTRIBUATION
While onboarding new trusts, LITCO’s routine review uncovered an overdue beneficiary distribution.
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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.