[WSBAPT] ILIT

[Jim Doran]

Thanks.  I'll look at the forms first and then contact you if I have ant
questions.

Jim



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 1:14 PM, John J. Sullivan <sullaw at comcast.net>
wrote:

> 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 <(360)%20393-9506>
> 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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