Brent chats about why life insurance trusts still matter, even with a historically high basic exclusion amount. He talks about their mechanics, benefits to proper structuring, and important income and transfer tax considerations.

Brent chats about the always challenging decision of who should be your trustee. He explains the options, the pluses and minuses to each, and how the role of a trustee need not be an all or nothing decision. He proposes some creating structures in difficult cases.