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Glossary · trusts

Irrevocable Life Insurance Trust

Acronym: ILIT

In plain English

An irrevocable trust that owns a life-insurance policy so the death benefit is kept out of your taxable estate.

Without an ILIT, a life-insurance death benefit is included in the insured's estate for federal estate-tax purposes. Move the policy into an ILIT (with careful "Crummey" compliance for premium gifts) and the benefit can pass to heirs free of estate tax.

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Educational information only. Mister AMS is not a law firm and does not give legal, tax, or financial advice. For your situation, consult a licensed professional admitted in your state.