DENVER (September 17, 2021) – Moye White LLP is pleased to announce partner William F. Jones presented on the impact of trust modifications on life insurance at a September 16 Denver Estate Planning Council (DEPC) meeting.
During his presentation, Trust Modifications, ILITS and Other Insurance Policy Opportunities in 2021, Jones discussed the considerations when moving life insurance, including valuation issues, the idea of gifting versus selling and transfer-for-value rules. He also shared considerations for building flexibility into design and funding and what to do with policies if they’re no longer needed.
In his practice, Jones is an experienced and accomplished litigator with a focus on complex civil litigation and business disputes. He defends business clients involved in product liability defense, franchise and distribution disputes, insurance defense and coverage issues, trust and estate litigation, as well as real estate litigation.
ABOUT THE DEPC
The Denver Estate Planning Council (DEPC) strives to foster understanding of the proper relationship between the functions of life underwriters, trust officers, attorneys, accountants, and any other parties involved with estate planning.
About Moye White LLP
Moye White LLP is a business law firm serving clients throughout the United States and internationally, with offices in Colorado and Georgia. The firm provides legal representation across a wide variety of transactional and litigation matters, offering strategic, business-oriented counsel to public, private, and governmental clients in complex business and real estate transactions and disputes. As one of the earliest national law firms to achieve B Corp certification, Moye White meets rigorous standards of social and environmental performance, transparency, and accountability. For more information, please visit moyewhite.com or contact Managing Partner Ted White at 303-292-2900 or Ted.White@moyewhite.com.