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20WS-0962: Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (Webinar)

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

Wednesday, November 18, 2020
12:30pm - 4:00pm Central Time
4 CPE (4 technical)

Alternate dates & more options

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected?

Major subjects

  • 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

Learning objective(s)

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

Who should take this program?

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

Fees

Our records indicate you are a nonmember. If you register, you will be charged $139.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $139.00
checkmark Standard Nonmember Fee $139.00

More program information

Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. A basic understanding of simple trusts
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.