November 18, 2022


Webinar


2 Total CPE Credits

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Advanced Planning With Trusts

Learning Objectives

  • Identify income tax, gift tax and estate tax aspects of various types of trusts.
  • Recognize how to avoid Proposition 13 reassessment and how to avoid the trigger of the due on sale clause.
  • Recall estate planning and asset protection planning uses of different trusts.
  • Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts.
  • Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them.

Major Topics

  • Trust obstacles and pitfalls
  • Revoking irrevocable trusts
  • Trust protectors
  • Estate planning through trusts
  • Special needs and Media-Cal/Medicare planning
  • Tax planning with trusts
  • DINGs, NINGs, IDGTs
  • Asset protection through domestic and foreign trusts

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Prerequisites

General knowledge of income, estate and gift taxes.

Advanced Preparation

None

Intended Audience

CPAs, attorneys and financial planners.

Provider

California Society of CPAs

This event has ended.