Ben Lake
CFA® and CFP® who advises on wealth and estate planning; featured guest providing expert explanation of Irrevocable Life Insurance Trusts (ILITs) and their use for high-net-worth families.
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Feb 27, 2026 • 16min
Understanding Irrevocable Life Insurance Trusts (ILITS)
Ben Lake, CFA® and CFP®, a wealth and estate planner, explains Irrevocable Life Insurance Trusts (ILITs) for high-net-worth families. He covers why liquidity matters for estate taxes. He outlines how ILITs keep death benefits out of taxable estates. He compares policy types, funding methods, and who most benefits from ILITs.
