October 26, 2023

Webcast Replay

8 Total CPE Credits


A Practical Guide to Trusts

  • Instructor


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

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax
  • Taxation



Advanced Preparation


Intended Audience

CPAs, EAs, attorneys, bankers, and financial planners


Maryland Association of CPAs

Register For This Event

  • MACPA Member

    $ 295 295
  • MACPA Non-Member

    $ 395 395
    Your Price

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