The MPI ILIT Dynasty Legacy Trust combines the benefits of both the MPI Dynasty Legacy Trust and the MPI ILIT Legacy Trust. It not only creates a trust that will manage and grow your MPITM Plans for multiple generations like the Rockefellers, but it is also designed to avoid federal estate taxes too. It truly is the best of both worlds.
However, like the MPI ILIT Legacy Trust, there are limitations you need to be aware of. Mr. Skabelund will consult with you to make sure the ILIT restrictions will work with your family and your goals. MPITM Plan owners receive a reduced price of $4,500, which includes a MPI ILIT Dynasty Legacy Trust for each spouse owning a MPITM Plan.
