Everything You Need to Know About Trusts WEBCAST

Thursday, December 2 8:00am - 3:30pm PST

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8.0 Credits

Member Price $289.00

Non-Member Price $389.00

Overview

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.

Highlights

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.

Prerequisites

General knowledge of income, estate and gift taxes.

Designed For

CPAs, attorneys and financial planners.

Objectives

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.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Kenneth Kossoff

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. 

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Non-Member Price $389.00

Member Price $289.00