[WSBAPT] ILIT

[Jim Doran]

I would appreciate being part of this discussion.  I have a client who has
mentioned wanting an ILIT trust and I have never done one.  but I am
willing to learn.  (amazingly.)

Can someone send me a model format or a reference to a site to obtain one,
please.

Jim Doran


James R. Doran
Attorney at Law
100 E. Pine Street -  Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com
www.doranlegal.com

On Tue, Nov 21, 2017 at 12:09 PM, Jenny Ling <jenny at jennylinglaw.com> wrote:

> All
>
> I have a client who is needing to do an ILIT for a policy that is already
> in place. I've done a bunch of research, but just want to make sure I'll be
> doing it correctly. If anyone can spare a few minutes to discuss, I'd
> greatly appreciate it.
>
> Thank you and Happy Thanksgiving!
>
> Jenny Ling, Attorney at Law
> The Law Offices of Jenny Ling, PLLC
> 14900 Interurban Ave. S., Ste. 271
> <https://maps.google.com/?q=14900+Interurban+Ave.+S.,+Ste.+271+Seattle,+WA+98168&entry=gmail&source=g>
> Seattle, WA 98168
> <https://maps.google.com/?q=14900+Interurban+Ave.+S.,+Ste.+271+Seattle,+WA+98168&entry=gmail&source=g>
> 206-859-5098 <(206)%20859-5098>
> jenny at jennylinglaw.com
>
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