The Role of Life Insurance in Estate Planning

Prairie Trust™ invites you to a complimentary luncheon webinar: The Role of Life Insurance in Estate Planning

Life insurance is an enigma, and much misunderstood, in the estate planning world. Some clients (and their advisors) love it; others hate it. In any event, the thoughtful approach to life insurance is that it is neither the solution to be uncritically accepted for all estate planning needs, nor should it be irrationally avoided in all situations. In sum, it has its place. In this webinar, we will address various aspects of life insurance in estate planning, including the following:

• Different types of life insurance
• Numerous purposes for life insurance in a variety of contexts
• Structuring ownership arrangements and beneficiary designations
• Selected tax consequences resulting from policy transfers and receipt of proceeds
• Life insurance trust administration challenges

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, March 20, 2026.

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Continuing Education:

CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.