August 26, 2021


Webinar


4 Total CPE Credits

product-artwork-658557

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)

  • Instructor

    Michael Frost

Learning Objectives

Advise individual clients on the benefits of using a trust to achieve their personal goals Save clients money in their estate planning

Major Topics

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

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • Tax

Prerequisites

A basic understanding of simple trusts

Advanced Preparation

None

Intended Audience

Tax practitioners who advise clients on the benefits of establishing a trust

Provider

SURGENT

This event has ended.