2023-24 Trusts: Legal & Tax Aspects

(Full-Day or 2 Half-Days)

CREDITS: 8

CATEGORY: Taxation

SPEAKER: Arthur J. Werner, Esq.

DATE: Any Full Day or 2 Half-Days Mon.-Thurs. July 15-18
or Any Full Day or 2 Half-Days Mon.-Thurs. Aug. 19-22
or Any Full Day or 2 Half-Days Mon.-Thurs. Sep. 9-12

TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern 8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up

Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.

LOCATION: All New (2023) Pre-Recorded Webinar With Live Q&A

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 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. This seminar is an excellent course detailing the basic rules relating to trusts in todays estate tax environment. Do not miss this!

Topics & Learning Objectives Include:

  • 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

Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.

  • Program Level: Intermediate
  • Prerequisites: Basic Knowledge of Trusts
  • Advance Preparation: None Required
  • $320.00 $285.00
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