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24WA-4640: A Practical Guide to Trusts (Webinar)

Tuesday, August 6, 2024
10:00am - 5:50pm Central Time
8 CPE (8 technical)

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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 an estate plan
  • Advantages of an irrevocable life insurance trust
  • How to create a dynasty trust
  • Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool
  • Trust options to provide security for older clients
  • Advantages, tax consequences, and limits on charitable contributions and private foundations
  • Charitable remainder and charitable lead trust issues
  • How trusts can serve as asset protection devices Business trust issues

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
checkmark Standard Nonmember Fee $225.00

More program information

Instructor Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (8.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
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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Related products

Surgent's The Complete Trust Workshop | Self-Study (Downloadable PDF)


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