24WA-0381: A Practical Guide to Trusts (Webinar)
Friday, June 7, 2024
9:00am - 5:00pm Central Time
8 CPE (8 technical)
- Friday, May 10, 2024 - Webinar
- Tuesday, May 21, 2024 - Webinar
- Monday, June 17, 2024 - Webinar
- Wednesday, June 26, 2024 - Webinar
- Saturday, June 29, 2024 - Webinar
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client's financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.
Major subjects
-
The role of the trustee and how to avoid problems
-
How to use trusts to avoid probate
-
How revocable living trusts are affected by income, gift, and estate taxes
-
Marital deductions and marital and bypass trusts
-
How an irrevocable trust can be the center of
Learning objective(s)
-
Choose a practical understanding of when and how to implement and operate a trust in a client's financial, estate, and/or asset protection plan
Who should take this program?
CPAs, EAs, attorneys, bankers and financial planners
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$225.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$225.00
|
 Standard Nonmember Fee |
$225.00
|
