Managing a Trust-Owned Life Insurance Policy Isn’t Passive—It’s a Fiduciary Duty.

Trust-owned life insurance has long been treated as a “set-it-and-forget-it” asset—but today’s economic realities demand more active, informed management.

Our featured whitepaper, Trust-Owned Life Insurance: Managing Fiduciary Risk, explores:

• The evolving standards of care under modern trust law.
• The hidden risks of passive policy oversight.
• How flexible, actively managed solutions can help fulfill fiduciary duties.

If you’re a trustee, advisor, or estate planning attorney, it’s time to rethink your approach to life insurance as a trust asset.