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24WC-0219: Advanced Planning With Trusts (Webinar)

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

Monday, June 17, 2024
12:00pm - 2:00pm Central Time
2 CPE (2 technical)

Alternate dates & more options

  • Tuesday, November 12, 2024 - Webinar

This course will cover advanced techniques related to income, gift and estate tax planning using trusts, especially the use of irrevocable trusts.  Topics include creating irrevocable trusts without losing control over the assets placed into the trust by using trust protectors, retaining the ability to unwind the trust, and drafting irrevocable trusts that are defective for income and transfer tax purposes. Additionally, you'll learn about the use of irrevocable trusts for state income tax planning (ING trusts), federal estate tax planning (focusing on IDGTs), asset protection (domestic and offshore trusts), using trusts to qualify for government benefits, international estate planning and pre-immigration tax planning.

Major subjects

  • Trust obstacles and pitfalls
  • Revoking irrevocable trusts
  • Trust protectors
  • Estate planning through trusts
  • Tax planning with trusts
  • INGs and IDGTs
  • Asset protection through domestic and foreign trusts

Learning objective(s)

  • Identify income tax, gift tax and estate tax aspects of various types of trusts
  • Recognize how to avoid Proposition 13 reassessment and how to avoid the trigger of the due-on-sale clause
  • 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.


Our records indicate you are a nonmember. If you register, you will be charged $119.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $89.00
checkmark Standard Nonmember Fee $119.00

More program information

Location Online
of study
Financial planning
of study
Taxes - Technical (2.0)
Level Advanced
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. General knowledge of income, estate and gift taxes.
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.