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11:00AM - 1:00PM ET



Course Description

Trusts continue to grow in planning importance--not only for the wealthiest 1% of Americans, but also for a much broader part of the population. Issues of financial management, asset protection, maturity concerns, matrimonial problems, and tax planning can all be addressed with the use of trusts. There is no better place to use trusts than in the protection and preservation of family assets and, when necessary, the transfer of family assets. This course covers the elements contained in a trust and a provides a survey of a wide range of trusts that are used in all aspects of family planning, including living trusts, life insurance and retirement trusts, trusts to be used in business succession planning, trusts for charities, and trusts for S corporation shareholders--from the simple to the sophisticated.


Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Steven is the author of many books, including: The Grantor Trust Answer Book (2015 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2014); Federal Fiduciary Income Taxation (Foxmoor 2014); and Federal Estate and Gift Tax (Foxmoor 2014).

In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, preparing the audit-proof federal estate tax return, business acquisitions, estate planning, dynasty trusts, planning with intentionally defective grantor trusts, S corporations, and many others.

Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, CCH, National Law Foundation, AICPA, the National Society of Accountants, CohnReznick, Foxmoor Continuing Education, many state CPA societies and estate planning councils, and on behalf of private companies.

He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.

Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.

Course Specifics

Apr 25, 2017

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01173-17-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1126
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the basic elements of trusts and how they work to make an effective document
  • Cite why trusts are useful and necessary
  • Identify trusts used to protect the interests of the grantor, children, grandchildren and spouses
  • Cite how trusts are used in specific circumstances--for life insurance, retirement plans, charity and more
  • Identify some of the more sophisticated trust planning techniques, including GRATs, QPRTs, IDGTs, QSSTs, and ESBTs

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