[WEB] A Practical Guide to Trusts

Course Details

Date

Wednesday, September 30, 2020

8:30am – 2:00pm
(Registration: 8:30am)

Course Number

PGTT

CPE Credit

6.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

Description

6-HOUR VIRTUAL - HAWAII TIME

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a clients 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

The role of the trustee and how to avoid problems
How to use trusts to avoid probate
How revocable living trusts are affected by income, gift, and estate taxes
Marital deductions and marital and bypass trusts
How an irrevocable trust can be the center of an estate plan
Advantages of an irrevocable life insurance trust
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 contributions and private foundations
Charitable remainder and charitable lead trust issues
How trusts can serve as asset protection devices
Business trust issues

Objectives

Choose a practical understanding of when and how to implement and operate a trust in a clients 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 28, 2020.

$215.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$265.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by September 28, 2020.

$365.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$415.00
Your Price $415.00

CPE Choice

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

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