Reference material on trust-owned life insurance oversight, fiduciary documentation, and the monitoring duties trustees carry.
We are building a library of short guides and reference material for trustees, estate planning attorneys, and family offices. Topics will include:
What the Uniform Prudent Investor Act requires when a trust holds life insurance for the long term.
A practical outline of the records that support a defensible fiduciary decision.
Key assumptions to examine before relying on an in-force illustration.
Funding, crediting-rate, and cost-of-insurance patterns worth a closer look.
In the meantime, our team is happy to answer specific questions directly—reach out here.
Independent Fiduciary Analysis
Contemporaneous Documentation
Supporting Prudent Fiduciary Oversight