Life Insurance as a Tool for Advanced Estate Planning

Life Insurance as a Tool for Advanced Estate Planning

Date: September 21, 2016

Time: 8:30am to 3:00pm

Advanced Estate Planning Concepts for Building Your Business.

Build on your basic knowledge of estate planning concepts.

In this workshop you will learn about:

  • The mechanics of Irrevocable Life Insurance Trusts (ILITs)
  • ILITs remain relevant here in the bay area where there is significant wealth concentration
  • Expand your understanding of the many options available to your clients through the use of an Irrevocable Trust;  the ILIT PLUS
  • Learn about Advanced Estate Planning Strategies and how they may apply to your clients
  • Charitable Remainder Trusts for estate tax reduction, balancing concentrated positions and moving into retirement communities
  • Charitable Remainder Trusts in combination with ILITs to maximize tax savings and provide a  reservoir of inheritance for the kids
  • Learn about the Alphabet Soup of Advanced Estate Planning and how a basic knowledge of that Planning can grow your business.  We  will discuss:
  • QPRTs      (Qualified Personal Residence Trusts
  • CLTs         (Charitable Lead Trusts)
  • GRATs      (Grantor Retained Annuity Trusts)
  • QDOTS     (Qualified Domestic Trusts for your international clients)
  • IDGTs       (Intentionally Defective Grantor Trusts)
  • Learn of asset protection strategies through the use of entities including LLC’s and Corporations
  • Learn How to work with Estate Planning Attorneys and Tax Professionals to maximize your firm’s business and sphere of influence.

-6 CE Credits- CE Credits are for life insurance agents, CFP’s and CPA’s.

If you would like to sign up for this class please contact us at:

2070 Pioneer Court
San Mateo, CA 94403
Tel 650-572-7933
Fax 650-572-0834

McDowall Cotter provides comprehensive legal services in three areas of practice: civil litigation; business; and wealth preservation. To learn more visit us at We are a San Mateo based law firm and for more than 50 years, McDowall Cotter’s chief objective has been to deliver exemplary legal services that are personalized, effective and efficient.