November 17, 2022


4 Total CPE Credits


Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

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

Total CPE

Things to Know About This Course

Course Level

  • Advanced


A basic understanding of simple trusts

Advanced Preparation


Intended Audience

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


Surgent McCoy CPE

This event has ended.