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BSMG Blog: Protecting the Future of Families and Businesses

5 Techniques to "Rescue" Your Client's Life Policy From an ILIT

Do your clients ever ask if there are options for transferring a policy out of an ILIT when the terms of the trust no longer meet their planning objectives? Review these 5 techniques to "rescue" their life insurance policy from an ILIT and be prepared with the answer!

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Leverage Your Clients Tax Benefits by Using Grantor Trust Power of Substitution

Do you have any high net worth clients who have already gifted capital assets to their grantor irrevocable trust? If their trust has the typical power of substitution clause, they may be able to substitute cash for the capital asset.

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