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A Practical Guide to Trusts (ACAPGT02)

 
Date:Saturday, December 9, 2017
Time:10:00AM - 11:40AM
(Registration at 9:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Arthur J. Werner
Vendor:ACPEN
Course Level:Update
Early Bird Price:$79.00 FICPA Members, $109.00 Non-Members

Description:
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: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

    Objectives:

  • 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



    Who Should Attend:
    CPAs, EAs, attorneys, bankers, and financial planners

    Prerequisite:
    None

    Advanced Preparation:
    None

    Session/Options

    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.