Webinar: Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

WS1080  |  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
Your Price: $159.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.