[WEB] A Pratical Guide to Trusts - Sophisticated Issues

Course Details

Date

Tuesday, September 19, 2023

8:30am – 12:00pm
(Registration: 8:30am)

Course Number

PGSI

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate/Advance

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether or not 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. 

Highlights

  • Advanced issues in the use of Revocable Trusts
  • How revocable living trusts are affected by income, gift, and estate taxes
  • Proper use of Marital and Bypass Trusts in the era of "Portability"
  • How an Irrevocable Trust can be the center of an estate plan
  • Advanced issues in the use of Irrevocable Life Insurance Trusts
  • 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 Trusts
  • How trusts can serve as asset protection devices
  • Business trust issues
  • Retirement plan issues    

Objectives

To provide a practical understanding of when and how to implement and operate a trust in a client's financial, estate, and/or asset protection plan.

Designed For

CPAs, EAs, attorneys, bankers, and financial planners

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by September 12, 2023.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by September 12, 2023.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $350.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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