Understanding the intricacies of trusts may seem complicated but will help guide you toward creating tax-efficient legacies for your clients. Lincoln’s Advanced Sales team can navigate through any proposed outcome to provide clients with successful solutions and strategies. Let’s hear from subject matter expert Tom Commito on the importance of trusts and what strategies he hopes you implement in your practice.
Tom Commito discusses the estate planning potential of life insurance in a trust.
There are a number of trust provisions, usually contained in separate sections of a trust, to look for. Let’s hear about some of these provisions from expert Tom Commito.
Over the past three decades, creative estate planners have established situations where a grantor can receive an income or principal from an irrevocable trust and avoid estate tax inclusion. Let’s hear from Tom about some solutions you can offer your clients.
Coordination of the steps and duties across roles can ensure successful set-up and administration of your client’s estate plan. Use this checklist to ensure that everyone is doing their due diligence along the way.
Ready to help clients protect their legacy with trust-owned life insurance?
Email us at TOLI@LFG.com or call us at 800-832-5372.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
For financial professional use only. Not for use with the public.
Understanding the intricacies of trusts may seem complicated but will help guide you toward creating tax-efficient legacies for your clients. Lincoln’s Advanced Sales team can navigate through any proposed outcome to provide clients with successful solutions and strategies. Let’s hear from subject matter expert Tom Commito on the importance of trusts and what strategies he hopes you implement in your practice.
There are a number of trust provisions, usually contained in separate sections of a trust, to look for. Let’s hear about some of these provisions from expert Tom Commito.
Over the past three decades, creative estate planners have established situations where a grantor can receive an income or principal from an irrevocable trust and avoid estate tax inclusion. Let’s hear from Tom about some solutions you can offer your clients.
Coordination of the steps and duties across roles can ensure successful set-up and administration of your client’s estate plan. Use this checklist to ensure that everyone is doing their due diligence along the way.
Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
For financial professional use only. Not for use with the public.
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
Understanding the intricacies of trusts may seem complicated but will help guide you toward creating tax-efficient legacies for your clients. Lincoln’s Advanced Sales team can navigate through any proposed outcome to provide clients with successful solutions and strategies. Let’s hear from subject matter expert Tom Commito on the importance of trusts and what strategies he hopes you implement in your practice.
There are a number of trust provisions, usually contained in separate sections of a trust, to look for. Let’s hear about some of these provisions from expert Tom Commito.
Over the past three decades, creative estate planners have established situations where a grantor can receive an income or principal from an irrevocable trust and avoid estate tax inclusion. Let’s hear from Tom about some solutions you can offer your clients.
Coordination of the steps and duties across roles can ensure successful set-up and administration of your client’s estate plan. Use this checklist to ensure that everyone is doing their due diligence along the way.
Ready to help clients protect their legacy with trust-owned life insurance? Email us at TOLI@LFG.com or call us at 800-832-5372.
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
For financial professional use only. Not for use with the public.
©2024 Lincoln National Corporation
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
Understanding the intricacies of trusts may seem complicated but will help guide you toward creating tax-efficient legacies for your clients. Lincoln’s Advanced Sales team can navigate through any proposed outcome to provide clients with successful solutions and strategies. Let’s hear from subject matter expert Tom Commito on the importance of trusts and what strategies he hopes you implement in your practice.
Tom Commito discusses the estate planning potential of life insurance in a trust.
There are a number of trust provisions, usually contained in separate sections of a trust, to look for. Let’s hear about some of these provisions from expert Tom Commito.
Over the past three decades, creative estate planners have established situations where a grantor can receive an income or principal from an irrevocable trust and avoid estate tax inclusion. Let’s hear from Tom about some solutions you can offer your clients.
Coordination of the steps and duties across roles can ensure successful set-up and administration of your client’s estate plan. Use this checklist to ensure that everyone is doing their due diligence along the way.
Ready to help clients protect their legacy with trust-owned life insurance?
Email us at TOLI@LFG.com or call us at 800-832-5372.
©2024 Lincoln National Corporation
Any tax information contained in this communication, while presented in good faith, is general in nature and is not intended to be a rendering of legal, accounting or tax advice and should not be used without the advice and guidance of a professional Tax Advisor. Furthermore, the information contained herein may not be applicable or suitable to an individual’s specific circumstances or needs and may require consideration of other matters.
Important information
This material is intended for informational and educational purposes only. It is not intended to be investment, legal, or tax advice. Work with your financial, legal and tax professionals for guidance.
Lincoln Financial Group® affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Please consult an independent professional as to any tax, accounting or legal statements made herein.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.
LCN-6060122-103023
5/24 Z08
Order code: LIF-TOLID-IDE001
For financial professional use only. Not for use with the public.