CPE Course Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area

June 27, 2022

1:00PM — 4:30PM

Location

Member Price $139.50
Non-member Price $189.50

Curriculum Taxation

Field of Interest Taxes (Technical)

Level Advanced

Designed For

Tax practitioners who advise clients on the benefits of establishing a trust

Objective

Advise individual clients on the benefits of using a trust to achieve their personal goals Save clients money in their estate planning

Highlights

Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls Decanting Federal estate tax exemption and remaining relevance of trusts Irrevocable life insurance trusts The role of family dynamics Choice of trustee and other fiduciaries State trust-friendly considerations Charitable trusts Delaware Statutory Trusts Powers of attorney Pet Trusts - the emerging necessities State, county, and local issues Portability QTIP issues Creditor considerations Potential IRA problems Problems with re-titling assets

Instructors

Prerequisites

A basic understanding of simple trusts

Developer

Surgent McCoy CPE, LLC

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