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20WC-1526: Everything You Need to Know About Trusts (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, January 27, 2021
8:30am - 4:00pm Central Time
8 CPE (8 technical)  |  8 CFP

An overview of trust laws and review of general concepts. Common structures and progresses for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors.Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection uses of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.

Major subjects

  • Trust obstacles and pitfalls
  • Revoking irrevocable trusts
  • Trust protectors
  • Succession planning, retirement planning and estate planning through trusts
  • Special needs and Medi-Cal/Medicare planning
  • Tax planning with trusts, including , GRATs, QPRTs, IDGTs, etc.
  • Planning with A-B and A-B-C (QTIP) trusts
  • Asset protection through domestic and foreign trusts

Learning objective(s)

  • Identify income tax, gift tax and estate tax aspects of various types of trusts.
  • Determine requirements for a valid trust, selecting trustees, trustee discretion, distribution clauses and probate avoidance.
  • Recognize how to avoid Proposition 13 reassessment.
  • 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.

Who should take this program?

CPAs, attorneys and financial planners.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $400.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $295.00
checkmark Standard Nonmember Fee $400.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. General knowledge of income, estate and gift taxes.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.