[WSBAPT] ILIT

[John J. Sullivan]

I’d be happy to discuss. I recommend the WSBA Deskbook on ILITS, which has forms. 

John J. Sullivan
(425) 451-2400

Sent from my iPhone

> On Nov 21, 2017, at 12:20 PM, Jim Doran <jim at doranlegal.com> wrote:
> 
> 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
>> Seattle, WA 98168
>> 206-859-5098
>> jenny at jennylinglaw.com
>> 
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