The Complete Trust Workshop
December 10th, 2024 - December 10th, 2024 @ 9:00am-4:30pm
| Member Price | $279 |
| Non-Member Price | $379 |
| If you are a member, please login to activate member pricing. | |
Credits
8Description
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. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation.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
Major Subjects