Charitable life insurance trust

Charitable life insurance trust

Forum topic posted in Forum on 3 June 2014| 1 comments
audience: | last updated: 3 June 2014
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Joined: 01/15/2009
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Good morning all!

Does anyone have experience with an irrevocable Charitable Life Insurance Trust, where the donor would set up an ILIT that has 100% qualified charities as beneficiaries.

Thanks,

Scott

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Joined: 12/02/2014
Points: 0
Re: Charitable life insurance trust

Hi Scott,
This is something that we do on a regular basis with our clients' estate plans. Is the purpose just to remove funds from their estate, and maximize a gift to charity, or do they want to take income from the gift?

Im not sure which sector you're in, but I'd be happy to help as I can.

-Larry

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