Conferences Presenting

Las Vegas November Conference
November 30, 2017
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Nashville Conference
September 11, 2017
7:30AM - 1:00PM
Steven G. Siegel, JD, LLM
Live Event
6
Basic
Taxes
No prerequisites for this course

Course Description

The importance of trusts in the planning process continues to grow, not only for the wealthiest 1% of Americans, but for a broad swath of the population as well. Issues of financial management, asset protection, maturity concerns, matrimonial problems, and tax planning can all be addressed with the use of trusts. This course covers the requirements and planning considerations for a wide range of trusts, including living trusts, life insurance, and retirement trusts as well as trusts to be used in business succession planning, for S corporation shareholders, for use in charitable planning, and special needs.



Course Specifics

Taxes
No prerequisites for this course
LE8178008
None


Compliance Information

103220
IRS Provider #: OMYXB IRS Course ID: OMYXB-T-01110-17-I IRS Federal Tax Update Credits: 6
CTEC Provider #: 2071 CTEC Course ID: 2071-CE-1084 CTEC Federal Tax Update Credits: 6 Qualifies for CA Fraud: No


Learning Objectives

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

  • Understand how and when planners recommend trusts as part of life plans and estate plans
  • Identify the basic trust relationships
  • Identify how choices of fiduciary and beneficial interests are determined
  • List the many types of trusts available for planning in all types of client situations
  • Identify which types of trusts will make sense to recommend to your clients

 



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