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ADVANCED
MARKETS BULLETIN |
Estate Planning: Help Trustees Protect Their
Client’s Planning Goals with the Services of the
Insurance Trust Monitor
Estate planning solutions sometime involve having
an irrevocable trust own an insurance policy on the
grantor’s life. What many don’t realize is that under
the Uniform Prudent Investor Act (adopted in most
states), a trustee’s fiduciary responsibility requires
that all assets, including life insurance policies, be
reviewed periodically and determined to be suitable for
their specific trust goals. It is critical in mitigating
liability that the professional trustee have a process
in place to review the trust assets and that the process
is well documented and made a part of the trust’s files.
Click here to
read more.
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Upcoming Calls and Events |
Teleconference:
TOLI Simplified Roll-out
Date:
February 27, 2007 - 3:00 pm EST
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Teleconference:
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Date: March 6,
2007 - 2:00 pm EST
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call Pam Tucciarone at
800.722.1600, ext. 6446
Teleconference:
Tuesday's with Jerry
Date:
April 3,
2007 - 2:00 pm EST
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call Pam Tucciarone at
800.722.1600, ext. 6446
2007 Regional Meeting:
Orlando, FL
Date:
March 12-13, 2007 - Disney Yacht Club
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800.722.1600, ext. 6462
2007 Regional Meeting:
Las Vegas, NV
Date:
March 26-27, 2007 - The Signature at MGM Grand
Register Now or call
Adalia Goycochea at
800.722.1600, ext. 6462
Key Office Personnel
(KOP) Meeting:
Bethesda, MD Date:
April 19-20, 2007
Register Now or call
Pam Tucciarone at
800.722.1600, ext. 6446 | 
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