An irrevocable life insurance trust (ILIT) is an estate planning tool that can help Van Nuys residents manage life insurance proceeds outside of probate and potentially reduce estate tax exposure. At the Law Offices of Robert P. Bergman we assist clients in designing ILITs that align with family goals, beneficiary needs, and asset protection strategies. This page explains how an ILIT works, who typically uses one, and what steps are involved in establishing and funding the trust. We emphasize practical planning, clear communication, and documentation to ensure the trust functions as intended after the policyholder’s passing.
Choosing the right structure for an ILIT requires careful consideration of policy ownership, gift tax implications, and distribution terms that reflect your family dynamics and long-term objectives. The process often includes selecting trustees, drafting trust provisions to control distributions, and formally transferring existing or new life insurance policies into the trust. We discuss how an ILIT interacts with other estate planning documents such as revocable living trusts, wills, and powers of attorney, helping Van Nuys clients create cohesive plans that address legacy goals and protect beneficiaries from unexpected tax or creditor exposure.
An ILIT can provide several benefits to Van Nuys families by keeping life insurance proceeds out of a decedent’s taxable estate, offering controlled distributions, and protecting payout funds from certain creditor claims. It can be tailored to provide liquidity to pay estate expenses, support minor children, fund a buy-sell agreement, or provide for beneficiaries with special needs without jeopardizing public benefits. A properly funded ILIT also preserves privacy by avoiding probate for policy proceeds and offers a mechanism for managed distributions over time rather than a single lump sum, allowing trustees to administer funds in ways that reflect the grantor’s wishes.
The Law Offices of Robert P. Bergman provides estate planning services to clients throughout Los Angeles County, including Van Nuys. Our approach focuses on listening to each client’s unique circumstances and crafting practical trust documents, including ILITs, that comply with California law and reflect client priorities. We work with families, trustees, and financial advisors to coordinate policy transfers, trustee powers, and funding strategies. Our team is committed to clear explanations and thorough documentation so clients understand trust mechanics, tax considerations, and the steps necessary to maintain the trust’s intended benefits over time.
An irrevocable life insurance trust is a separate legal entity created to own life insurance policies and manage proceeds for named beneficiaries. Once established and funded, the trust typically cannot be amended or revoked by the grantor, which is why initial drafting and trustee selection are important. The trust terms specify how proceeds are to be distributed, when distributions may occur, and what limitations apply. This structure can remove the death benefit from the grantor’s taxable estate if properly executed and funded in accordance with federal gift and estate tax rules and relevant timing requirements.
Establishing an ILIT involves several steps: drafting trust documents, naming trustees and beneficiaries, transferring ownership of existing life insurance policies or purchasing new policies owned by the trust, and documenting any gifts used to pay policy premiums. Timing matters because transfers made shortly before death may be included in the taxable estate under the three-year rule. Trustees are responsible for administering the trust after the grantor’s death, following the trust’s distribution instructions, and filing any necessary tax returns or accountings on behalf of the trust and beneficiaries.
An ILIT is a trust that becomes the owner and beneficiary of a life insurance policy, removing the policy proceeds from the insured’s estate for estate tax purposes. The grantor transfers policy ownership to the trust or the trust purchases a new policy and beneficiaries receive benefits according to trust terms. Because the trust is irrevocable, the grantor typically gives up certain controls, which helps ensure the proceeds will not be counted toward the grantor’s taxable estate. Trust terms control payout timing, conditions for distributions, and trustee powers to protect beneficiary interests and manage funds responsibly.
Core elements of an ILIT include trust language specifying grantor intentions, trustee authorities, beneficiary designations, and distribution triggers or standards. The process requires careful coordination between legal drafting and insurance administration to transfer ownership or issue new policies in the trust’s name. Funding is often achieved through gifts to the trust for premium payments or by transferring existing policies. Trustees must maintain trust records, accept premium payments, and uphold the trust terms at the insured’s passing, including managing proceeds, paying debts or taxes if applicable, and distributing assets per the trust instructions.
Understanding common terms helps clients make informed choices when setting up an ILIT. Terms such as grantor, trustee, beneficiary, funding, gift tax, estate tax, and the three-year inclusion rule all play roles in how an ILIT operates and achieves planning goals. Clarifying these terms and how they interact with other documents like wills, revocable trusts, and powers of attorney makes it easier to see the role an ILIT fills within a broader estate plan and the administrative responsibilities trustees will assume after funding and at the time of claim.
The grantor is the person who creates and funds the ILIT by establishing trust terms and transferring policy ownership or funding for premiums. The grantor’s intentions guide the trust provisions and beneficiary designations. Because the trust is irrevocable, the grantor typically gives up certain rights over the policy once ownership is transferred to the trust. Properly documenting the transfer and understanding applicable tax timing rules are essential steps to ensure the ILIT achieves its intended estate planning outcome and keeps proceeds out of the grantor’s taxable estate.
The trustee is the individual or institution appointed to manage the trust according to its terms and in the best interests of the beneficiaries. Trustee duties often include receiving policy proceeds, investing trust assets prudently, making distributions per trust instructions, keeping records, and handling communications with beneficiaries. Trustees may also have authority to purchase or maintain policies, accept premium gifts, and work with advisors to carry out the grantor’s wishes as expressed in the trust document. Selecting a trustee who will follow the trust terms faithfully is essential to proper administration.
A beneficiary is a person or entity named to receive trust assets under the ILIT’s terms. Beneficiaries can include spouses, children, other family members, charities, or trusts for the benefit of minors or individuals with special needs. The trust document outlines how and when beneficiaries receive distributions, whether in lump sums, installments, or for specific purposes like education or healthcare. Clear beneficiary provisions help avoid disputes and provide trustees with specific guidance about the grantor’s intentions for the distribution of policy proceeds.
The three-year inclusion rule refers to the tax principle that transfers of life insurance policies to a trust within three years of the insured’s death may still be included in the deceased’s estate for estate tax purposes. To obtain the estate tax benefits of ownership by an ILIT, transfers should be made well before the three-year period to reduce the risk of taxable inclusion. Proper timing, documentation of ownership transfer, and coordination with financial and insurance advisors are necessary to ensure the trust achieves its intended tax outcomes.
When evaluating an ILIT relative to other planning tools, consider how each option handles life insurance proceeds, probate avoidance, and tax exposure. Revocable living trusts offer flexibility but usually do not remove assets from the taxable estate while the grantor remains alive. A properly funded ILIT is designed to remove insurance proceeds from the estate and control distributions, though it involves giving up certain rights. Other options, like beneficiary designations or payable-on-death arrangements, may provide simplicity but offer less control and protection than a trust-based approach for complex family or tax planning needs.
For households with relatively modest estates and limited risk of federal or state estate tax, a straightforward beneficiary designation or a revocable trust may be sufficient to provide liquidity and ensure proceeds pass directly to intended recipients without complex trust infrastructure. Simpler arrangements may reduce administrative burden and legal costs while still meeting basic goals for providing for surviving family members. In such cases, planning can focus on clarity in beneficiary designations and coordination with wills or revocable trusts to maintain alignment across estate documents.
When beneficiaries are financially secure and there are no significant concerns about creditor claims, divorce, or mismanagement of proceeds, naming beneficiaries directly on the policy may serve the family’s needs without creating a trust. This approach simplifies claims processes and delivers proceeds directly to named individuals. However, where protection of proceeds or staged distributions are desired, a trust structure may still be preferable. Reviewing family dynamics and potential future risks helps determine whether a limited approach will serve long-term planning objectives effectively.
A trust-based approach like an ILIT can provide protections that direct beneficiary designations may not. By removing the policy from the grantor’s taxable estate and placing ownership within a trust structure, proceeds may be shielded from certain creditor claims, depending on trust terms and applicable law. This can be especially useful for families with professional liability concerns, business interests, or other exposure where protecting inheritable resources for intended beneficiaries is a priority. Proper legal drafting and trustee selection help enforce those protection goals consistently.
An ILIT allows the grantor to specify detailed distribution rules, such as staged payments, funds for education, or distributions conditioned on milestones like reaching a certain age. This control helps prevent inappropriate spending and supports long-term family objectives, especially when beneficiaries are minors or lack financial experience. Trustees can be empowered to manage investments and make discretionary distributions within clear guidelines, offering both protection and flexibility. Thoughtful drafting ensures that discretionary authority and distribution standards align with grantor priorities and beneficiary needs over time.
A comprehensive ILIT strategy can achieve multiple planning goals simultaneously: reducing estate tax exposure for large estates, providing clear instructions for trustees, safeguarding proceeds from certain claims, and enabling controlled distributions for beneficiaries. It complements other estate planning instruments such as wills, revocable trusts, powers of attorney, and healthcare directives to create a cohesive plan. This layered approach helps ensure that available assets are used to support named beneficiaries and to satisfy final expenses without the delay or public nature of probate proceedings.
In addition to tax and creditor considerations, an ILIT provides administrative clarity at a difficult time by designating trustees responsible for managing insurance proceeds according to explicit instructions. This reduces family conflict and provides a framework for communicating intentions to heirs. When coordinated with retirement plan trusts, special needs trusts, or pour-over wills, an ILIT becomes part of a robust plan that addresses legacy objectives, charitable goals, and intergenerational wealth transfer with a focus on predictable outcomes for beneficiaries.
One of the principal benefits of an ILIT is its potential to keep life insurance proceeds outside of the grantor’s taxable estate, helping reduce estate tax exposure for larger estates. When properly funded and administered, the trust can bypass probate for those proceeds, allowing faster access for beneficiaries and preserving privacy. These features can be particularly meaningful for families with significant assets, business interests, or complex succession plans, enabling smoother transfers and reducing the administrative burden associated with settling an estate.
An ILIT allows the grantor to establish conditions for distributions, protecting beneficiaries from immediate access to large lump sums and enabling trustees to manage funds responsibly. This can be helpful for families concerned about minor beneficiaries, individuals with disabilities, or situations where gradual wealth transfer promotes long-term financial stability. Trustees can be instructed to pay for education, healthcare, or specific needs, providing a balance between beneficiary support and long-term asset preservation according to the grantor’s intentions.
Begin conversations about an ILIT well before policy transfers are needed so you can avoid timing risks such as the three-year inclusion rule. Early planning provides flexibility to purchase new policies in the trust’s name, transfer existing policies, and document premium gifts appropriately. Coordinating with financial advisers ensures premium funding aligns with gift tax considerations. Starting early also allows time to select trustees, draft clear distribution provisions, and integrate the ILIT with your broader estate plan, minimizing last-minute decisions under pressure and preserving intended tax and control benefits.
An ILIT should not exist in isolation; integrate it with your will, revocable living trust, powers of attorney, and healthcare directives to create a cohesive plan. Ensure beneficiary designations on retirement accounts and insurance policies complement the trust structure rather than conflict with it. Clarify successor trustee appointments and consider contingency provisions for unforeseen circumstances. Regular reviews keep the plan current with life changes such as births, deaths, marriages, or changes in financial circumstances, ensuring that the ILIT and the overall estate plan continue to reflect your intentions.
Consider an ILIT if you want to remove life insurance proceeds from your taxable estate, protect proceeds from potential creditor claims, or control distribution timing for beneficiaries. Families with significant net worth, business succession concerns, or beneficiaries who may require managed distributions often find an ILIT useful. It is also relevant when life insurance proceeds are needed to pay estate taxes or provide liquidity for estate settlement costs. Evaluating family needs, asset composition, and tax exposure helps determine whether an ILIT should be part of your estate planning toolkit.
An ILIT may also be appropriate if beneficiaries include minors, persons with disabilities, or individuals who would benefit from staged distributions rather than immediate lump-sum receipts. The trust can specify uses for funds such as education or medical needs and reduce the risk that proceeds are diverted or dissipated. Coordination with retirement plan trusts, special needs trusts, or guardianship nominations allows for tailored solutions that protect public benefit eligibility while delivering support. Careful drafting and trustee selection help ensure trust provisions meet both legal and family objectives.
Typical situations include estates facing potential estate tax liability, business owners seeking liquidity for buy-sell agreements, families wanting to protect inheritances from creditors or divorcing spouses, and parents planning for minor children or beneficiaries with special needs. An ILIT also serves families who want to ensure privacy and efficient distribution of life insurance proceeds without probate. Each situation requires a tailored approach to trust terms, trustee powers, and coordination with other planning documents to meet financial and family goals while addressing legal and tax considerations.
Business owners may use an ILIT to hold life insurance proceeds intended to fund buy-sell agreements or provide liquidity for continuity expenses upon the death of a key owner. Placing policies in a trust ensures proceeds are available to satisfy buyout terms while protecting assets from estate inclusion that could complicate ownership transitions. Trust provisions can align distributions with buy-sell timelines and fund obligations, providing a clear mechanism for preserving business continuity and supporting surviving owners during transitions.
Placing life insurance ownership in an ILIT can help shield proceeds from certain creditor claims or divorce settlements, depending on trust terms and applicable law. This protection aims to preserve intended inheritances for beneficiaries and reduce the risk that proceeds will be subject to disputes or claims against the decedent’s estate. Drafting clear provisions and choosing appropriate trustee powers supports this protective function while still enabling distributions to support beneficiaries’ needs in accordance with the grantor’s goals.
An ILIT can provide structured financial support for minor children or beneficiaries with disabilities without jeopardizing eligibility for public benefits. Trust terms can set age-based distributions or allow trustees to make discretionary payments for education, healthcare, and living expenses. Coordinating an ILIT with special needs trusts and guardianship nominations helps ensure that beneficiaries receive appropriate care while preserving access to government assistance when needed. Thoughtful drafting allows for long-term planning that balances control with compassion.
The Law Offices of Robert P. Bergman provides tailored ILIT services to Van Nuys residents and families across Los Angeles County. We assist clients through each step, from initial needs analysis and trust drafting to funding and trustee guidance. Our team explains timing concerns, tax considerations, and how to coordinate the trust with other estate planning documents. We welcome consultations by phone at 408-528-2827 to discuss your goals, review existing policies, and outline practical steps to implement an ILIT that aligns with your family objectives and legal requirements.
Clients choose the Law Offices of Robert P. Bergman for practical, responsive estate planning services that focus on clear outcomes and thorough documentation. We take time to understand family circumstances and coordinate with financial advisers to ensure insurance strategies integrate with broader estate plans. Our approach emphasizes communication and careful drafting to create ILITs that meet client intentions for beneficiary protection, distribution control, and potential tax benefits while complying with California law and administrative requirements.
We guide clients through the procedural steps needed to create and fund an ILIT, including policy transfers, premium funding strategies, and trustee instructions. Our team prepares detailed trust documents, assists with necessary insurance company forms, and explains ongoing trustee responsibilities. By providing clear instructions and documentation, we reduce the risk of administrative errors that can jeopardize trust objectives or tax treatment. This coordination helps clients implement plans that function as intended when they are most needed.
Our firm is available to advise on how an ILIT works alongside other planning tools such as revocable living trusts, wills, powers of attorney, HIPAA authorizations, and guardianship nominations. We help clients consider contingencies, select successor trustees, and plan for changes in family dynamics or assets. When clients require trust modifications or petitions like Heggstad or trust modification petitions, we provide practical guidance to address evolving circumstances while maintaining the integrity of the overall estate plan.
Our process begins with a consultation to identify objectives, review existing policies, and evaluate family and tax considerations. We then draft tailored trust documents and coordinate with insurance carriers regarding ownership transfers or new policy issuance. Once the trust is signed, we assist with funding mechanisms for premiums and prepare trustee guidance materials. Finally, we help clients maintain an effective plan through periodic reviews and updates to reflect life events, ensuring the ILIT remains aligned with current goals and legal requirements.
During the initial consultation we gather financial information, discuss family goals, and review existing estate planning documents and life insurance policies. This meeting identifies whether an ILIT fits the client’s objectives and outlines tax, timing, and administrative considerations. We explain trustee duties, funding options, and interactions with other estate planning tools. From this assessment we develop a plan tailored to the client’s needs, including draft trust provisions and a recommended course for funding or policy transfers to achieve the intended outcomes.
We carefully review existing wills, revocable trusts, beneficiary designations, and current life insurance ownership to identify alignment or conflicts with an ILIT strategy. This assessment highlights necessary changes, such as retitling policies or updating beneficiary designations to reflect the trust structure. By identifying potential gaps early, we can recommend steps to minimize tax and administrative risk, and produce a cohesive plan that integrates all relevant documents to achieve the client’s estate planning objectives efficiently.
We draft trust provisions that reflect the grantor’s distribution preferences, trustee authority, and any conditions for distributions. This includes specifying timelines for distributions, standards for discretionary payments, and provisions to support minors or vulnerable beneficiaries. We also outline trustee responsibilities for recordkeeping, investment decisions, and communications with beneficiaries. Clear terms reduce ambiguity and provide practical guidance for trustees to manage assets and carry out the grantor’s intentions after funding and at the time of benefit realization.
Funding the ILIT typically involves transferring ownership of existing life insurance policies to the trust or purchasing new policies in the trust’s name. We assist with the necessary insurance company forms and document gift transfers used to pay premiums. When transferring existing policies, attention to timing is important to avoid unintended estate inclusion. We provide guidance on funding strategies, such as annual exclusion gifts or direct premium payments, to maintain the intended tax treatment and to ensure the trust has the resources to maintain policies.
We work directly with insurance carriers and financial advisors to process ownership changes, beneficiary adjustments, and trust beneficiary designations. Proper documentation with carriers and accurate recording of transfers are essential to ensure the trust receives policy proceeds as intended. We verify forms, confirm acceptance by the insurer, and maintain copies of correspondence and confirmations. This coordination helps prevent administrative issues that could arise if ownership or beneficiary designations are unclear at the time of claim.
Premium funding often uses annual exclusion gifts or outright contributions to the trust followed by trustee payment of premiums. We advise on gift documentation to support premium payments and to minimize unintended tax consequences. Proper recordkeeping of gifts and premium payments is essential for future trustee administration and potential tax reporting. We prepare sample gift letters and instructions to ensure transfers are documented consistently and comply with applicable gift and estate tax rules.
Once the ILIT is established and funded, trustees must manage premium payments if necessary, keep accurate records, and administer proceeds after the insured’s death in accordance with the trust terms. We provide trustee guidance documents and consult on investment decisions, distribution requests, and tax filings required for the trust. Periodic reviews help ensure the trust continues to reflect family circumstances and legal developments, and we assist with any amendments or petitions needed to maintain the trust’s effectiveness and compliance.
Trustees are responsible for safekeeping trust documents, maintaining records of premium funding, and executing the trust terms upon receipt of proceeds. They must handle communications with beneficiaries, manage investments prudently, and make distributions according to the trust’s instructions. Trustees should also coordinate with tax preparers to meet filing obligations and keep accurate accounts of receipts and expenditures. Clear trustee guidance reduces administrative confusion and helps ensure beneficiaries receive support as intended by the grantor.
Regular reviews ensure that the ILIT, beneficiary designations, and related estate planning documents remain aligned with family changes, asset shifts, and changes in law. Periodic maintenance may include updating trustee appointments, clarifying distribution standards, or coordinating with changes in financial accounts. We recommend scheduled reviews after major life events such as births, marriages, or significant changes in assets, so the ILIT continues to reflect priorities and operates smoothly at the time it is needed most.
An irrevocable life insurance trust is a legal arrangement that owns and controls a life insurance policy for the benefit of named beneficiaries. The trust itself becomes the policy owner and beneficiary, and its terms specify how proceeds will be distributed. Because the trust is irrevocable, the grantor typically gives up ownership rights, which can help ensure proceeds are not part of the grantor’s taxable estate when certain conditions are met. Trustees manage the trust, handle claims, and distribute proceeds in accordance with the trust document. The ILIT structure allows the grantor to set distribution standards, timeline controls, and protections for beneficiaries who may be minors or have special needs. Properly executed, the trust facilitates efficient claims processing and can preserve privacy by avoiding probate for the proceeds. Coordination with other estate documents and careful attention to funding and timing are essential to achieving the intended benefits.
An ILIT can help reduce estate tax exposure by removing life insurance proceeds from the grantor’s taxable estate if the trust owns the policy and the policy is not included under timing rules. Transfers made more than three years prior to death are less likely to be included in the estate. Properly documented transfers and funding strategies are necessary to support the desired tax outcome and avoid unintended inclusion under federal rules. The effectiveness of an ILIT for tax planning depends on overall estate composition and current tax law. Families with larger estates often benefit most from this approach, but it remains important to coordinate the ILIT with other planning tools and to maintain accurate records of premium gifts, policy ownership changes, and insurer confirmations to substantiate the trust’s tax treatment.
Yes, existing life insurance policies can often be transferred into an ILIT, but doing so requires careful attention to timing and documentation. The grantor must complete insurer forms to change ownership and designate the trust as beneficiary. Transfers made within three years of the grantor’s death may still be included in the taxable estate under federal rules, so early planning is recommended to avoid that risk. Transferring existing policies may also require evaluating whether the policy’s terms allow transfer without penalty, whether any insurable interest issues arise, and how premium payments will be handled once the trust owns the policy. We assist clients with the necessary paperwork and insurer coordination to ensure transfers are properly recorded and supported by appropriate gift documentation.
Choosing a trustee involves balancing trustworthiness, availability, administrative capability, and impartiality. Many clients select a trusted family member, friend, or professional fiduciary depending on family dynamics and the complexity of trust administration. Trustees need to be willing and able to carry out recordkeeping, communications with beneficiaries, investment decisions, and trust accounting responsibilities. When selecting trustees consider potential conflicts of interest, succession planning for trustee replacements, and whether co-trustees or successor trustees should be named to provide continuity. Clear guidance in the trust document about trustee powers, compensation, and reporting expectations helps ensure effective administration and reduces the likelihood of disputes among beneficiaries.
Premiums for policies held by an ILIT are commonly funded through gifts to the trust, which trustees then use to pay premiums. Grantors may make annual exclusion gifts directly to trust beneficiaries or to the trust to cover premiums. Proper gift documentation and coordination with premium payment schedules are essential to maintain the intended tax treatment and avoid inadvertent inclusion issues. Another approach is to purchase a new policy in the trust’s name and arrange for ongoing contributions consistent with trust terms. Maintaining detailed records of gifts and trustee payments is important for transparency and future administration. We guide clients on practical funding mechanisms that align with personal finances and tax considerations.
An ILIT can provide a degree of protection for life insurance proceeds from certain creditor claims or divorce settlements, depending on trust terms and applicable law. By separating ownership and vesting benefits in a trust, the proceeds are no longer held directly by beneficiaries at the time of the insured’s death, which can reduce exposure in some circumstances. This protection is often one reason families choose a trust-based approach. Protection is not absolute and depends on timing, trust drafting, and state law. Trust provisions and trustee discretion can enhance protection, but courts may scrutinize transfers made to avoid creditors. Thoughtful drafting and legal counsel help maximize protective benefits while ensuring the trust remains enforceable and aligned with public policy.
An ILIT can be coordinated with special needs planning by directing proceeds into a supplemental needs trust or by including distribution standards that preserve a beneficiary’s eligibility for public benefits. Careful drafting is required to prevent unintended disqualification from government assistance programs while still providing financial support for supplemental needs that enhance quality of life. Coordination with guardianship nominations and special needs trust provisions ensures that care-related expenses are addressed without interfering with essential benefits. Working with advisors experienced in benefits planning helps structure distributions and trustee powers in ways that protect both short-term and long-term needs of vulnerable beneficiaries.
Timing is critical when establishing and funding an ILIT because transfers of policy ownership made within three years of the insured’s death may be included in the estate for tax purposes. To avoid this outcome, transfers should be completed well in advance of expected lifecycle events, allowing the trust to fully achieve its intended tax and asset protection benefits. Early planning reduces the risk of unintended estate inclusion. Additionally, coordinating premium funding schedules and documenting gifts used to pay premiums are important to preserve the trust’s effectiveness. Insurer processing times and administrative steps should be factored into the timeline so the trust is funded and operational when needed. We help clients plan appropriate timing to minimize tax and administrative risks.
Because an ILIT is irrevocable, making changes after creation is limited. In some circumstances, revocable features cannot be added and the grantor’s ability to modify terms is restricted. However, there may be alternatives such as trust decanting, trustee powers that permit certain administrative adjustments, or petitions to the court to modify trust terms when necessary under specific legal standards. Planning for future flexibility at the drafting stage can include naming successor trustees with discretion, including decanting provisions where permitted, or designing coordination mechanisms with other documents. We advise clients on available modification options and draft provisions that anticipate likely future needs while preserving the trust’s primary functions.
Documentation needed for an ILIT includes the executed trust agreement, insurer confirmations of ownership and beneficiary designation, records of gifts used to fund premiums, and trustee guidance materials. Maintaining copies of correspondence with insurance carriers, premium payment records, and trustee accountings helps ensure the trust operates as intended and supports any necessary tax or administrative filings. Clear documentation reduces the potential for disputes and supports trustee decisions at the time of claim. We prepare and organize these documents for clients, provide checklists for funding and recordkeeping, and counsel trustees on maintaining accurate records to fulfill their duties and protect beneficiary interests.
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