Session Information
ABA Advanced Trust Forum
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ILIT Administration — Managing Insurance Related Issues and Risk
Track
:
Friday, August 21
Program Code:
14
Date:
Friday, August 21, 2009
Time:
8:15 AM to 9:15 AM
EST
Location:
Ballroom B
SPEAKER
:
Joseph L. Kizer, President & CEO, Resource Insurance Consultants
Description
Explore how to identify and mitigate the risks with discretionary management of trust-owned life insurance. Find out ways to structure appropriate fees. Recognize a life insurance policy as a trust asset and hear how to manage the asset using investment-based principles. Understand the evolution of the life insurance settlement industry and its impact on institutional trustees.
No items are available for this session.
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