Developing a Compliant and Efficient Trust (ILIT) Administration Process
Jason Hassman, Client Relationship Manager, ITM TwentyFirst
Putting an efficient and compliant process around the administration of personal trusts is not an easy task. But with logical procedures to follow the task becomes much easier. This session will provide the Trustee or Advisor with the actual process developed and proven for personal trusts, with an emphasis on life insurance trusts, one of the more complex trusts to administer. The session, delivered by a specialist in personal trusts, will provide the framework for success for those professionals working in this market.