November 14, 2024


Live Webcast


4 CPE

Four for Fall Seminar Series: Practical Guide to Trusts

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    Instructor

    Arthur
    Werner

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Learning Objectives

  • Understand the roles and duties of a trustee in trust implementation.
  • Learn techniques for probate avoidance and efficient asset distribution using trusts.
  • Explore the impact of income, gift, and estate taxes on trusts, with a focus on revocable living trusts.
  • Recognize the significance of marital deductions and bypass trusts in estate planning.
  • Evaluate the benefits and considerations of irrevocable trusts, including irrevocable life insurance trusts.
  • Gain insights into the characteristics and advantages of dynasty trusts in multi-generational wealth planning.
  • Assess the applicability and advantages of estate planning tools such as GRIT, GRAT, GRUT, and QPRT.

Major Topics

  • Trustee Responsibilities and Operations
  • Strategies for Probate Avoidance and Asset Distribution
  • Tax Implications for Revocable Living Trusts
  • Marital Deductions and Bypass Trusts in Estate Planning
  • Utilizing Irrevocable Trusts for Effective Estate Planning
  • Irrevocable Life Insurance Trusts: Benefits and Considerations
  • Dynasty Trusts: Characteristics and Advantages
  • Overview of Estate Planning Tools: GRIT, GRAT, GRUT, QPRT

Sponsors

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Taxation

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, attorneys, bankers, and financial planners

Provider

Werner-Rocca

This event has ended.