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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.
<li<span style="font-size: 16px; font-family: Times New Roman"Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Understand the role played by a marital deduction trust and a credit shelter bypass trust</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Explain how trusts may protect assets and perpetuate family wealth over multiple generations</span </li</span</ul</ul
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<li<span style="font-size: 16px; font-family: Times New Roman"Timely coverage of breaking tax legislation</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Guide to legislative changes and their impact on trust planning</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Introduction to trusts with emphasis on typical provisions</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Revocable living trusts</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Common testamentary trust arrangements — Bypass trusts, QTIP trusts, and other marital trusts</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Asset protection trusts</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Sophisticated trusts for estate planning and asset transfer — GRATs, GRUTs, and QPRTs</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Charitable trusts — Charitable remainder trusts, charitable lead trusts, and pooled income funds</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Irrevocable life insurance trusts</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Medicaid trusts: special needs and Miller</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Trusts for minors — Sections 2503(b) and 2503(c), and other trusts</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Dynasty trusts</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Section 461(l) as applied to trusts and estates</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Trusts to hold S corporation stock</span
</li<li<span style="font-size: 16px; font-family: Times New Roman"Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions</span </li</span</ul</ul
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Accounting and Financial Professionals who wish to have a complete understanding of the various uses of trusts
A basic course in estate and gift tax and a basic course on estate and trust income taxation
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