CITADEL TRUST ADVISORS

Citadel Trust Advisors manages existing and new ILITs. This newly introduced program allows trustees to outsource, through an agency agreement, all permitted and essential aspects of servicing the ILIT account. Their approach eliminates ILIT administration overhead and provides an ongoing policy review analysis to mitigate future, imminent liability. They work every day with trust companies, financial advisors, attorneys, CPAs, life insurance agents, grantors, and non-corporate trustees to help transfer and manage their ILITs.

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