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The Complete Trust Workshop - VIRTUAL

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Overview

This live seminar will be presented as an online broadcast. You can interact with the instructor and other attendees in real time online. IF in-person attendance becomes possible, practicable and safe for all at the Gratzer Education Center, we will notify registrants about that option. The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

Objectives

  • Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors
  • Understand the role played by a marital deduction trust and a credit shelter trust
  • Explain how trusts may protect assets and perpetuate family wealth over multiple generations

Highlights

  • Guide to legislative changes and their impact on trust planning, including the Tax Cuts and Jobs Act of 2017
  • Introduction to trusts with emphasis on typical provisions
  • Revocable living trusts
  • Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts
  • Asset protection trusts
  • Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs
  • Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds
  • Irrevocable life insurance trusts
  • Medicaid trusts: special needs and Miller
  • Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts
  • Dynasty trusts
  • Trusts to hold S corporation stock
  • Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions

Event Code:

TCTW1023

8 CPE Credits
Tax: 8 Credits

Registration

Member Price:
$349
Non-member Price:
$449

Online registration for this course is currently closed. To register for this course, please call us at (800) 292-1754.

Friday, October 23rd

8:00am to 3:30pm
(Check-In 7:30am)

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Instructor

Scott Emerson