THE SHEPPARD LAW FIRM LEARNING CENTER
Our new Learning Center is now open to our Client Care Members, their friends and their families.
Join us at the Learning Center for Client Care workshops, classes, and other live events!
Sheppard Law Firm Learning Center
1567 Hayley Ln Ste. 205
Fort Myers, FL 33907
Two sessions available
Wednesday, February 4th, 2026
10AM - 11AM or 2PM - 3PM ET
Your ILIT Isn't Broken: It's Just Not Working for You
TURNING OLD INSURANCE INTO FAMILY OPPORTUNITY CAPITAL
ATTEND IN PERSON OR VIRTUALLY!
ABOUT THIS EVENT
Join us live or watch virtually on Wednesday, February 4th, 2026 at 10 AM or 2 PM ET—two session times to accommodate your schedule—at the Sheppard Law Firm Learning Center, located at 1567 Hayley Ln Ste 205, Fort Myers, FL, for our latest exclusive Client Care Program workshop, “Is Your Life Insurance Trust Still Working for You?” Florida Bar Board Certified Wills, Trusts & Estates Attorneys Craig R. Hersch and Michael B. Hill will provide strategic guidance on how to review, repurpose, and modernize your Irrevocable Life Insurance Trust (ILIT), and what to do with that policy.
We will cover:
✅ Why the dramatic rise in estate tax exemptions may have changed your trust’s purpose
✅ Hidden risks of neglected ILITs, from policy lapse to trustee liability
✅ How outdated Crummey notices and poor administration can trigger IRS issues
✅ Options to modernize or repurpose your trust, including decanting, policy exchanges, and strategic restructuring
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WHAT HAPPENS NEXT:
THE TRANSITIONAL EVENT SEQUENCE
Your estate plan is in place—but does the person named as your trustee and/or as your agent under your durable power of attorney truly understand their role if and when you should become incapacitated and unable to conduct your own legal or financial affairs? A well-structured plan only works if those tasked with carrying it out know what to do and when to act.
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VIEW PREVIOUS SESSIONS:
WHAT YOUR LOVED ONES NEED TO KNOW About Your estate plan
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Many are reluctant, or even uncomfortable to speak to their loved ones about their estate plan.
In this valuable workshop we review important and relevant talking points.
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Eliminate Capital Gains: Community Property Trusts
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Learn about a Florida law designed to achieve a full step-up in tax cost basis for married couples at the passing of the first spouse: eliminating capital gains.
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Download Our Session Recording
BENEFICIARY INCOME
TAX PLANNING
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Learn how state income tax affects the inheritance you leave your beneficiaries, and what planning
might be accomplished to minimize those taxes.