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Irrevocable Life Insurance Trusts   Add-On Products 

     F) Special Needs Sub-Trust


This is the same trust format and operates under the same basic rules as the Special Needs Trust inside a revocable trust. The only difference is that this (insurance) trust will be funded with the life insurance proceeds inside an irrevocable trust, at the decease of the grantor. Please see Add-on Product “B”, under the Revocable Living Trusts heading, for a description of this product.


     G) Capital Growth Charitable Sub-Trust

This is the same trust format and operates under the same rules as the Capital Growth Trust for a revocable trust. The only difference is that this trust will be funded with the life insurance proceeds inside an irrevocable trust, at the decease of the grantor. Please see Add-on Product “D”, under the Revocable Living Trusts heading, for a description of this product.


 

Thank you for reviewing our product information. We trust that we have equipped you with a better understanding of the products ITS offers and how they can be used to assist your clients’ in achieving their estate planning goals.


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