[WEB] A Pratical Guide to Trusts - Sophisticated Issues
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 |
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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 |