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As an attorney, drafting Irrevocable Life Insurance trusts (ILITs) is common practice. But the responsibilities that go along with being a Trustee of a trust are enormous. Today’s life insurance policies can be complex, subject to financial market performance and require specialized knowledge and skills for proper management. ITM provides a service and solution for you to use or recommend to your clients and give you:
- Assurance the trust is being monitored so that it can perform as intended
- Ability to develop strong relationships with the grantor, trustee and the beneficiaries
- Annual policy information to help advise your clients with any issues that may arise.
- Protection from liability resulting from trust and/or asset failure
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