An overview of trust laws and a review of general concepts. Common structures and progress 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 use of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.
Intestate succession. Holding title to assets. Lifetime asset transfers and testamentary asset transfers planning. Structures to avoid or minimize transfer taxes. Living trusts, including A-B and A-B-C, terminating irrevocable trusts, using trust protectors. Life insurance trusts, FLPs, QPRTs, IDGTs, GRATs and charitable trusts.
General knowledge of income, estate and gift taxes.
CPAs, attorneys and financial planners.
Identify estate planning objectives. Recall the basics of our legal system as it relates to probate, wills and trusts. Recognize common issues from basic to advanced gift and estate tax planning. Identify the skills to deal with gift and estate tax problems.
In private practice based in Westlake Village, CA, Mr. Kossoff advises individuals and families on Estate Planning, Trust Administration and Probate, Business Formation and Succession Planning, Asset Protection and Wealth Preservation.
Non-Member Price $389.00
Member Price $289.00