An Irrevocable Life Insurance Trust (ILIT) can be an effective component of a thoughtful estate plan for residents of Soulsbyville and the surrounding areas of Tuolumne County. At the Law Offices of Robert P. Bergman we focus on clear, practical planning that aligns with your family goals, financial priorities, and California law. An ILIT is commonly used to remove life insurance proceeds from an estate for tax and creditor protection reasons and to control how proceeds are distributed to beneficiaries. This overview explains how an ILIT works, who may benefit, and what steps are typically involved in forming and funding one in this community.
Deciding whether an Irrevocable Life Insurance Trust is right for you depends on your assets, your family circumstances, and your objectives for how life insurance proceeds should be used after your passing. Many clients in Soulsbyville choose an ILIT to keep insurance proceeds out of probate, to provide liquidity for estate settlement, and to create structured distributions for heirs. The process requires careful drafting and proper funding to achieve intended results under California law. This page outlines practical considerations, common scenarios, and how the Law Offices of Robert P. Bergman approaches an ILIT to help preserve value and provide peace of mind for clients.
An Irrevocable Life Insurance Trust offers several potential advantages for families seeking to manage and protect life insurance proceeds. By placing a policy inside an ILIT, policy proceeds can be kept outside the insured’s taxable estate for federal estate tax considerations and can be administered according to directions in the trust document. An ILIT can provide creditor protection for beneficiaries, facilitate orderly distributions, and ensure funds are available to pay expenses such as taxes or debts without liquidating other assets. For many Soulsbyville residents, an ILIT is part of a broader estate plan that includes wills, powers of attorney, and other trust instruments to provide continuity and financial support for loved ones.
The Law Offices of Robert P. Bergman serves clients across California with a focus on personalized estate planning and trust services. Our approach emphasizes careful listening to your goals, clear explanations of available options, and drafting documents tailored to your family and financial circumstances. When assisting with an Irrevocable Life Insurance Trust, we prioritize legally sound drafting, practical funding strategies, and coordination with financial and insurance advisors when needed. Clients in Soulsbyville benefit from guidance that is responsive and focused on achieving reliable outcomes for beneficiaries while maintaining compliance with applicable state and federal requirements.
An Irrevocable Life Insurance Trust is a legal entity that, once established, holds ownership of a life insurance policy and controls distribution of policy proceeds after the insured’s death. Creating an ILIT typically involves transferring an existing policy into the trust or having the trust purchase and hold a new policy. Because the trust is irrevocable, the grantor generally gives up the ability to change the trust terms or reclaim ownership of the policy. This permanence is what allows an ILIT to achieve benefits such as keeping proceeds out of the grantor’s estate, but it also requires careful planning to ensure the trust’s terms and funding arrangements match the grantor’s long-term intentions.
Funding and administering an ILIT requires ongoing attention to ensure that the trust remains effective. For example, if the grantor transfers an existing policy into the trust, timing and paperwork must be handled precisely to avoid unintended inclusion of proceeds in the estate. If the trust purchases a policy, premium payment arrangements and potential gift tax considerations must be addressed. Trustees must follow the trust terms regarding notices to beneficiaries and use of proceeds. Working with a qualified estate planning lawyer helps ensure that an ILIT is established and maintained in a way that supports the grantor’s goals while complying with California and federal rules.
An Irrevocable Life Insurance Trust is a legally binding trust created to own and manage life insurance policies and their proceeds on behalf of designated beneficiaries. Once the trust is established and funded, the grantor typically cannot alter its terms or reclaim ownership, which separates the policy from the grantor’s taxable estate for many planning objectives. The trust names a trustee to manage the policy and distribute proceeds according to the trust’s instructions. Proper drafting addresses issues such as successor trustees, distribution triggers, and any conditions or restrictions the grantor wants to apply to the proceeds, so beneficiaries receive support in accordance with the grantor’s intentions.
Creating an effective Irrevocable Life Insurance Trust involves several important steps: drafting clear trust terms, designating trustees and beneficiaries, transferring or acquiring a life insurance policy for the trust, and establishing a plan for premium payments. Attention to timing and documentation is essential to prevent the policy proceeds from being included in the grantor’s estate unintentionally. Trustees must keep accurate records, provide required notices, and carry out distribution instructions when the policy pays out. Coordination with insurance carriers, financial advisors, and tax planners helps ensure that the ILIT functions as intended and aligns with the grantor’s broader estate plan.
Below are common terms used when discussing Irrevocable Life Insurance Trusts and a brief plain-language explanation for each. Understanding these terms can help you have more productive conversations about funding, administration, and the potential tax and creditor implications of an ILIT. If any term is unclear for your specific situation, we encourage you to ask for clarification so that your planning decisions are based on a clear understanding of how the trust will operate and what responsibilities trustees and beneficiaries will have under California law.
The trust grantor is the person who creates the trust and transfers assets or designates the trust to hold a life insurance policy. In the context of an ILIT, the grantor is often the individual whose life is insured or who arranges for the trust to own the policy. Because an ILIT is irrevocable, the grantor typically gives up ownership rights and the ability to change trust provisions after the trust is executed. That permanence is essential to achieving many estate planning goals but also means the grantor should make decisions carefully and with full understanding of the long-term consequences.
The trustee is the individual or institution charged with managing the trust assets and carrying out the terms of the trust for the benefit of the named beneficiaries. Trustee duties for an ILIT include ensuring premiums are paid when required, maintaining accurate records, sending beneficiary notices if required by the trust, and making distributions according to the trust’s instructions. Trustees have a fiduciary responsibility to act in the best interests of beneficiaries and to follow the legal and administrative requirements of the trust, including any state and federal rules that apply to trust administration and life insurance ownership.
Irrevocability describes a trust that cannot be revoked or modified by the grantor once it is properly executed, except in limited circumstances or with beneficiary consent and legal processes. For an ILIT, irrevocability means the grantor cannot later reclaim ownership of the life insurance policy, which is a key feature that enables certain estate planning outcomes, such as removing the policy proceeds from the grantor’s estate for tax considerations. Because this change is permanent, it is essential to plan carefully and document funding and premium arrangements clearly when creating the trust.
Funding an ILIT most commonly involves transferring an existing life insurance policy to the trust or having the trust purchase a new policy and then ensuring premium payments are made. When the grantor provides funds to the trust for the trust to pay premiums, those transfers can have gift tax implications that should be considered as part of comprehensive planning. Proper documentation and consistent practice help preserve the trust’s intended tax and creditor protection benefits, and trustees must maintain records showing how premiums were funded and paid on behalf of the trust.
An Irrevocable Life Insurance Trust is one of several tools used in estate planning to manage life insurance proceeds and provide for beneficiaries. Compared with simply naming beneficiaries on a policy or relying on a will, an ILIT provides more control over distribution and the potential to exclude proceeds from an estate for tax considerations. Other options, such as revocable living trusts or payable-on-death arrangements, offer different levels of flexibility and control. Choosing the right combination depends on your goals for liquidity, creditor protection, tax planning, and how much control you want to retain versus transfer to trustees or beneficiaries.
In situations where the primary concern is ensuring that life insurance proceeds pass quickly to a surviving spouse, dependent, or other named beneficiary without probate delays, a direct beneficiary designation on the policy may be sufficient. This approach can be straightforward and cost effective for families with modest estates or when there is confidence that the named beneficiaries will manage the proceeds responsibly. However, a beneficiary designation offers less control over how funds are used and does not provide the same protections that a trust structure can offer for longer-term distribution or creditor considerations.
For individuals whose assets and family circumstances are relatively simple and who do not have significant concerns about estate taxes or creditor claims, a limited approach such as beneficiary designations combined with a straightforward will may meet planning goals. This approach minimizes administrative overhead and avoids the permanence associated with an irrevocable trust. That said, even relatively simple estates can benefit from review to confirm beneficiary designations and ensure they align with other plan documents so that the intended recipients receive support without unintended consequences.
When family dynamics, multiple beneficiaries, blended families, or significant assets are involved, a comprehensive planning approach that includes an ILIT and complementary documents can provide clarity and protection. In such cases, an ILIT can be used alongside trusts, wills, powers of attorney, and health care directives to create a cohesive plan that addresses liquidity, distribution timing, tax planning, and the needs of vulnerable beneficiaries. Careful coordination among documents helps reduce the risk of unintended outcomes and ensures that life insurance proceeds are managed in a way that supports the grantor’s long-term intentions.
For individuals with larger estates or particular creditor exposure, establishing an ILIT as part of a comprehensive plan can help address potential estate tax liabilities and offer a layer of protection for beneficiaries. Because an ILIT separates the insurance policy from the grantor’s estate once properly funded and maintained, it can preserve policy proceeds for heirs and provide liquidity for settlement costs. Integrating an ILIT with retirement plan trusts, irrevocable transfers, or other planning tools can be an important step in preserving family wealth and ensuring obligations are met without forcing the sale of important assets.
Including an Irrevocable Life Insurance Trust within a broader estate plan offers benefits such as increased control over distribution timing, potential estate tax advantages, and a mechanism to provide liquidity for estate settlement costs. The trust terms can specify age thresholds, educational uses, or other conditions for distributions so that proceeds support beneficiaries in a structured manner. For many families, these features mean that life insurance proceeds can be used exactly as intended, providing a measure of financial security and continuity for surviving loved ones while preserving other estate assets for longer term goals.
A comprehensive approach also emphasizes administrative clarity and succession planning. When an ILIT is coordinated with powers of attorney, advance health care directives, and a pour-over will or other trust documents, the overall plan becomes easier to administer during difficult times. Trustees and family members have clear instructions about decision making and distribution, which reduces conflict and delays. Additionally, proper funding and documented processes help ensure that the intended benefits of the ILIT are realized under applicable laws, helping families in Soulsbyville and beyond achieve predictable and practical outcomes.
One major benefit of placing a life insurance policy in an ILIT is that the proceeds can be protected from inclusion in the grantor’s estate if the trust is properly drafted and funded. This separation can preserve a larger portion of the value for beneficiaries, particularly in situations where estate tax or creditor risk is a concern. The trust can also direct how proceeds should be used, so funds address immediate needs such as funeral expenses or debts while providing longer term support. Trustees can manage funds in a way that balances immediate liquidity with the financial security of beneficiaries over time.
An ILIT allows the grantor to set terms for how life insurance proceeds are distributed, creating predictable outcomes that reflect family priorities. The trust can require distributions at specific ages, for particular needs like education or healthcare, or for other purposes the grantor deems important. This structure can protect young or financially inexperienced beneficiaries from receiving a large lump sum prematurely. Trustees are charged with following those distribution rules, providing oversight while the trust ensures continuity and consistency with the grantor’s wishes for financial support after their passing.
Beginning the process early gives you time to arrange policy ownership transfers or to have the trust purchase a new policy under terms that will meet your long-term objectives. Coordination with the insurance company is essential to ensure ownership and beneficiary designations are completed correctly and that there are no lapses in coverage. Early planning also helps avoid unintended estate inclusion due to timing errors. By allowing adequate time, you can put in place premium funding mechanisms and clarify how gifts will be made to the trust to ensure steady payment of premiums without surprises for trustees or beneficiaries.
While an ILIT is irrevocable and cannot be changed easily once established, surrounding estate planning documents and funding strategies should be reviewed periodically to account for changes in family circumstances, tax law, or financial goals. Regular review ensures beneficiary designations outside the trust, retirement accounts, and other documents remain consistent with the trust’s purpose. If circumstances change significantly, there may be alternative planning strategies to consider alongside the ILIT to address new goals. Routine reviews provide confidence that your overall plan remains aligned with your priorities and the needs of your family.
Consider an ILIT if you want to control how life insurance proceeds will be managed and distributed after your passing, to provide liquidity for estate obligations, or to help remove life insurance from your taxable estate in appropriate circumstances. People often choose an ILIT to ensure funds are available to pay estate settlement costs, maintain family-owned businesses, or provide ongoing support for dependents who need protection and structured distributions. An ILIT can also offer protections that beneficiary designations alone do not, especially when the goal is long-term stewardship rather than immediate lump-sum distribution.
You may also consider an ILIT if you have complex family dynamics, blended families, or concerns about creditors or future divorces affecting beneficiary access to proceeds. The trust can define how and when beneficiaries receive funds and set conditions for distribution that reflect your family priorities. For those with retirement accounts or other assets that may be taxed at death, an ILIT can play a role in a coordinated plan that seeks to preserve value for heirs. Discussing your goals with a trusted law office can clarify whether an ILIT is an appropriate component of your estate plan in Soulsbyville.
An ILIT is commonly used where there is a desire to provide liquidity for estate settlement, to protect proceeds from inclusion in the grantor’s estate, to create structured distributions for beneficiaries, or to preserve assets for minor children or vulnerable family members. It is also used when life insurance proceeds are intended to fund buy-sell agreements, support a surviving spouse while safeguarding assets, or preserve business continuity. In all of these circumstances, conscious drafting and funding decisions help align the trust’s operation with the grantor’s goals and the practical needs of beneficiaries.
One common reason to establish an ILIT is to make sure funds are available immediately to cover estate expenses such as taxes, debts, and administration costs without forcing the sale of illiquid assets. Having life insurance proceeds held in a trust that is ready for prompt distribution can ease the burden on surviving family members and help maintain family businesses or real property. The trust provides clear instructions for how funds should be used, helping trustees manage liquidity needs while following the grantor’s objectives for longer term distributions.
An ILIT can be used to secure financial support for minor children, adult dependents, or beneficiaries with special needs by setting terms for distributions and designating trustees to manage funds responsibly. This structure allows grantors to tailor distributions for education, healthcare, or continuing care without relying on direct beneficiary access to a lump sum. The trust’s instructions can reduce the risk that funds will be used in ways inconsistent with the grantor’s intentions, providing a measure of long-term financial stewardship that supports beneficiaries’ ongoing needs.
For individuals concerned about estate tax exposure or preserving value for heirs, an ILIT can be part of a prudent plan to manage the potential tax consequences of a large estate. By keeping life insurance proceeds outside of the taxable estate when the trust is properly structured and funded, grantors can help ensure that those proceeds are preserved for beneficiaries rather than being used to pay estate obligations. Coordination with retirement planning, gifting strategies, and other trust instruments helps create a cohesive plan tailored to your financial and family objectives.
The Law Offices of Robert P. Bergman provides estate planning services to residents of Soulsbyville and the surrounding Tuolumne County communities. Our practice focuses on helping clients create plans that address their immediate needs and long-term goals, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives. We work to make the planning process clear and manageable, offering practical guidance on how an Irrevocable Life Insurance Trust can support family priorities while coordinating with other essential documents to create a cohesive plan that protects your loved ones and your legacy.
Clients choose our firm for careful, personable legal guidance and responsive communication throughout the estate planning process. We take time to understand each client’s family and financial situation so that trust documents reflect practical objectives and considerate provisions for beneficiaries. Our approach is focused on helping clients make informed decisions, explaining potential legal and tax implications in plain language, and coordinating with financial and insurance professionals where appropriate to ensure that policies and funding align with the trust’s goals.
When helping establish an ILIT, we emphasize precise drafting and proper funding steps to reduce the risk of unintended results. We assist with policy transfers, drafting trustee instructions, and explaining administrative responsibilities. Our team aims to make the process straightforward and to provide trustees and family members with clear documentation for future administration. For Soulsbyville clients, accessibility and ongoing availability are important, and we strive to be responsive to questions and updates to ensure the plan continues to meet changing needs over time.
In addition to ILIT formation, the firm offers complementary estate planning services such as revocable living trusts, pour-over wills, powers of attorney, healthcare directives, and trust-related petitions when modification or clarification is needed. This integrated approach allows clients to create a full plan that addresses immediate and future concerns. We help clients consider the interaction between different documents so that beneficiary designations, retirement accounts, and trust terms work together to support the family’s objectives and provide financial continuity for heirs.
Our process begins with an initial consultation to understand your goals, family considerations, and the specifics of any existing life insurance policies. We review your current documents, explain options for establishing or funding an ILIT, and identify potential tax or administrative issues to address. After you approve the plan, we draft the trust documents, coordinate with insurers to transfer ownership or arrange for a new policy purchase, and provide guidance on premium funding and trustee responsibilities. We remain available to answer questions and assist trustees during administration as needed.
The first step is a thorough consultation where we learn about your family situation, financial picture, and intentions for life insurance proceeds. We review existing policies, beneficiary designations, and related estate planning documents to identify potential conflicts or opportunities. This meeting establishes the planning objectives and clarifies whether an ILIT is the right vehicle to meet those goals. We discuss trust terms, trustee selection, and funding methods so you understand the practical and legal considerations before moving forward with document preparation.
We gather information such as policy details, beneficiary designations, asset inventories, and family circumstances that influence trust design. Understanding the full financial picture enables us to craft trust provisions that anticipate likely needs and reduce administrative complications. Documentation may include policy contracts, account statements, and existing estate planning documents. This careful preparation ensures the trust is aligned with your broader estate plan and that any transfers or premium arrangements are handled correctly to achieve the desired outcomes.
During the initial review we explain options such as transferring an existing policy into the trust or having the trust obtain a new policy, and we discuss possible tax and funding consequences. We outline trustee responsibilities and how distributions can be structured to meet your objectives. This conversation helps you make informed decisions about trust terms and funding approaches and prepares you to select a trustee who can fulfill administrative duties when the time comes.
Once the plan is agreed upon, we draft the ILIT document and any related instruments, ensuring that trust terms clearly reflect your intentions for ownership, trustee powers, distributions, successor management, and administrative procedures. We coordinate execution in accordance with California requirements and provide guidance on proper signing and notarization so the trust is legally effective. Clear drafting at this stage reduces ambiguity and prepares the trust for interaction with insurers and trustees, making future administration more straightforward.
We assist in communicating with insurance carriers to change policy ownership or set up new coverage under the trust, ensuring that applications and beneficiary designations reflect the trust’s role. Accurate coordination with insurers is essential to confirm that the trust will own the policy and that proceeds will be payable to the trust. We help confirm the necessary documentation is submitted and retained so that the transfer or purchase is properly completed and the trust will receive the intended benefits when the policy pays out.
At execution we finalize trusteeship provisions and the plan for premium funding, which may involve periodic gifts to the trust or other arrangements to ensure premiums are paid. We document any necessary gift tax filings and explain the administrative steps trustees should follow. Clear written instructions and funding plans help trustees manage the policy and maintain the trust’s status, minimizing the risk of inadvertent estate inclusion or other unintended outcomes.
After the trust is in place and funded, trustees must administer the trust in accordance with its terms, pay premiums as arranged, keep records, and communicate with beneficiaries as required. Periodic review ensures that the trust remains consistent with changing family circumstances, insurance needs, and applicable laws. While the trust itself may be irrevocable, surrounding planning measures and funding methods can be adjusted when appropriate. Ongoing attention from counsel and trustees supports the trust’s effectiveness and readiness to fulfill the grantor’s wishes when the policy pays out.
Trustees should maintain detailed records of premium payments, communications with insurers, gifts to the trust for premium funding, and any distributions made from trust proceeds. Accurate accounting supports transparency and helps avoid disputes among beneficiaries. Good record keeping also provides the documentation needed for possible tax reporting and demonstrates that the trust has been managed in line with its terms. Trustees in Soulsbyville should be prepared to provide clear documentation when administering the trust after a policy payout to ensure a smooth transition for beneficiaries.
Although an ILIT is irrevocable, reviewing the trust’s role within the broader estate plan periodically is important to address changes in family dynamics, financial circumstances, or tax laws. Reviews can confirm that beneficiary designations on other accounts remain coordinated with trust goals and that premium funding methods continue to function properly. If circumstances significantly change, legal counsel can recommend complementary adjustments within the overall plan to preserve desired outcomes, even if the trust document itself cannot be altered readily.
An Irrevocable Life Insurance Trust is a trust that owns a life insurance policy and directs how the policy proceeds will be held and distributed after the insured’s death. The trust is generally irrevocable, meaning the grantor cannot freely change the trust terms or reclaim ownership once the transfer is complete. The trustee manages the policy and follows the trust’s instructions to distribute proceeds to beneficiaries. Proper drafting and funding are essential because ownership and timing affect whether proceeds will be treated as part of the grantor’s estate for tax purposes. This structure provides a vehicle to manage distributions and maintain control over how proceeds are used to support beneficiaries. Establishing an ILIT requires careful coordination with insurers, selection of a trustee, and documentation of premium funding methods so the trust functions as intended throughout the policy’s life.
Placing a life insurance policy into an ILIT can help keep proceeds out of the grantor’s taxable estate, but the result depends on proper timing and administration. For example, transferring an existing policy to the trust within three years of the insured’s death can create estate inclusion under federal rules, so timing matters. Additionally, the trust’s terms and how premiums are funded can influence tax outcomes. Careful planning, documentation, and adherence to transfer and funding procedures are required to maximize the chances that proceeds remain outside the estate. It is also important to coordinate an ILIT with other estate planning elements to avoid unintended conflicts or overlaps in beneficiary designations.
Premiums for a policy owned by an ILIT are typically paid by gifts from the grantor to the trust or from trust assets after the trust is funded. One common method is for the grantor to transfer annual gifts to trust beneficiaries specifically for payment of premiums, often accompanied by beneficiary notices that inform them of the gift, which helps qualify the gift under gift tax rules when applicable. Alternatively, the trust may own the policy from inception and hold funds designated for premiums. Clear documentation of funding arrangements and gift filings when necessary helps preserve the trust’s intended benefits and provides transparency for trustees and beneficiaries regarding payment sources and obligations.
Choosing a trustee involves balancing reliability, administrative capability, and the ability to act impartially for beneficiaries’ sake. Many grantors select a trusted family member, close friend, or a professional fiduciary depending on the complexity of administration and the nature of the assets. The trustee should be someone who can maintain accurate records, communicate with insurers and beneficiaries, and follow the trust’s distribution instructions responsibly. Naming successor trustees and providing clear trustee powers in the trust document helps ensure continuity and reduces the risk of disputes. If a corporate trustee is chosen, consider the cost and services offered so these align with the trust’s needs.
An ILIT can be structured to provide for minor children or beneficiaries with special needs by setting distribution conditions and naming trustees who will manage funds on their behalf. Trust provisions can specify distributions for education, healthcare, or living expenses while protecting resources from premature depletion. For beneficiaries with special needs, it is important to consider how trust distributions might affect eligibility for public benefits and to tailor provisions to preserve needed support. Coordinating an ILIT with supplemental needs planning and other trust instruments helps ensure the intended benefits are delivered without jeopardizing access to governmental assistance where applicable.
Funding an ILIT can have gift tax implications if the grantor provides gifts to the trust for premium payments. Annual gift tax exclusions and lifetime gift tax exemptions may play a role in determining whether tax filings are required. Properly documented gifts and, if necessary, the use of Crummey-type withdrawal powers may be employed to qualify gifts for the annual exclusion, although the specifics depend on the trust design and applicable tax rules. Tax outcomes also depend on whether the policy is transferred within a certain time before death. Consulting with a tax advisor and coordinating legal planning helps clarify the implications and ensure compliance with reporting requirements.
An ILIT should be coordinated with other estate planning documents such as wills, revocable trusts, powers of attorney, and healthcare directives so that the overall plan is consistent and complementary. For example, a pour-over will may direct remaining assets to a revocable trust, while the ILIT handles life insurance proceeds under its own terms. Beneficiary designations on retirement accounts and life insurance policies should be reviewed to ensure they reflect the plan’s objectives and do not create unintended conflicts. Periodic reviews of all documents are advisable to maintain alignment as family circumstances or assets change over time.
If a policy is transferred to an ILIT shortly before the insured’s death, federal rules may require inclusion of the proceeds in the insured’s gross estate, which can undermine one of the key planning benefits of the trust. The three-year rule is an example of timing-related provisions that can cause estate inclusion for certain transfers made within a limited period before death. This is why timing and documentation are critical when transferring an existing policy to a trust. Proper planning often involves considering alternative strategies or ensuring the policy has been in trust for an adequate period to achieve the desired separation from the estate.
Because an ILIT is generally irrevocable, modifying its terms after creation is typically difficult and may require beneficiary consent or court involvement in limited circumstances. This permanence underscores the importance of careful drafting at the outset and selecting trustees and provisions that can accommodate foreseeable future needs. While the trust document itself is usually fixed, surrounding planning measures such as funding strategies and complementary documents can sometimes be adjusted to address changing circumstances. Discussing potential contingencies with counsel during drafting helps craft provisions that offer flexibility where possible within the constraints of irrevocability.
To get started with an ILIT in Soulsbyville, begin with a consultation to discuss your goals, current life insurance arrangements, and family considerations. Collect policy documents, beneficiary designations, and a summary of relevant assets to help guide the planning conversation. From there, a plan can be developed to determine whether to transfer an existing policy or have the trust acquire a new policy, how premiums will be funded, and who will serve as trustee. The Law Offices of Robert P. Bergman can assist with drafting the trust, coordinating with insurers, and guiding trustees in record keeping and administration to help ensure a smooth implementation.
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