Webinar: Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area
WS165 | Course | Advanced | Scheduled
Description
Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the c
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Taxes |
Designed For
Tax practitioners who advise clients on the benefits of establishing a trust
Prerequisites
A basic understanding of simple trusts
Highlights
- Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls
- Decanting
- Federal estate tax exemption and remaining relevance of trusts
- Irrevocable life insurance trusts
- The role of family dynamics
- Choice of trustee and other fiduciaries
- State trust-friendly considerations
- Charitable trusts
- Delaware Statutory Trusts
- Powers of attorney
- Pet Trusts – the emerging necessities
- State, county, and local issues
- Portability
- QTIP issues
- Creditor considerations
- Potential IRA problems
- Problems with re-titling assets
Objectives
- Advise individual clients on the benefits of using a trust to achieve their personal goals
- Save clients money in their estate planning
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $159.00
- Non-Member (Early Bird)
- $159.00
- Member
- $159.00
- Non-Member
- $159.00