What A TOLI Trustee Can Learn from Existing Court Cases – Part 1*

The majority of trust owned life insurance (TOLI) settlements do not come after a court case, they are paid out behind closed doors to avoid publicity.  But the cases that wind their way to court guide the TOLI trustee hoping to avoid liability.  In this two-part series we will review several cases and outline the key takeaways for a TOLI trustee. Stuart Cochran Irrevocable Trust [...]