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Complete Trust Workshop

  December 7, 2018 from 8:00 a.m. to 3:30 p.m.
 Fairfax
 
8.0
19 / 3-733
Designed For:

Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors Understand the role played by a marital deduction trust and a credit shelter bypass trust Explain how trusts may protect assets and perpetuate family wealth over

Prerequisite:

A basic course in estate and gift tax and a basic course on estate and trust income taxation (Form 1041)

The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Obtain insight and practical pointers concerning trusts of every shape and size after tax reform. Receive updates on developments relative to potential estate tax repeal and the implications for planning.

Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Intermediate

Objectives

  • Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors
  • Understand the role played by a marital deduction trust and a credit shelter bypass trust
  • Explain how trusts may protect assets and perpetuate family wealth over multiple generations

Schedule

I want to download the manual (included in the registration fee)
I want a copy of the printed manual (additional $10 fee)

Speakers

Advanced Preparation

None

Sponsors

State societies: Course descriptions are updated throughout the year. Please go to http://www.surgentcpe.com/statesocieties to view the most up-to-date course description.

Vendor

CPE Type
Conference
Event location
Waterford at Fair Oaks