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Beach Retreat: Practical Guide to Trusts


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.  

Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.

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Learning Objectives

At the end of this course you will be able to:  

  • Choose a practical understanding of when and how to implement and operate a trust in a client’s financial, estate, and/or asset protection plan. 
Major Topics
  • 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

Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend

CPAs, EAs, attorneys, bankers, and financial planners

Arthur Werner
Princess Royale
9100 Coastal Hwy
Ocean City, MD 21842 US
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Event Information
Jun 22, 2022
12:00 pm - 3:30 pm EST
Princess Royale
9100 Coastal Hwy
Ocean City, MD 21842 US
Total CPE Credits


$ (% off)


$ (% off)
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Beach Retreat: Practical Guide to Trusts

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