All 2020 CPE and networking events have been moved online. Visit our updated catalog »

Webinar(CA): Advanced Planning With Trusts

Description

Advanced techniques related to income, gift and estate tax planning using trusts, focused on the use of irrevocable trusts.
Discuss how to create irrevocable trusts without losing control over the assets placed into the trust, while retaining the ability to unwind the trust. Drafting irrevocable trusts that are defective for income and transfer tax purposes. The use of irrevocable trusts for state income tax planning (DING and NING trusts), federal estate tax planning (focusing on IDGTs), asset protection (domestic and offshore trusts), qualifying for government benefits, international estate planning and pre-immigration tax planning.

Learning Objectives

Identify income tax, gift tax and estate tax aspects of various types of trusts.
Recognize how to avoid Proposition 13 reassessment and how to avoid the trigger of the due on sale clause.
Recall estate planning and asset protection planning uses of different trusts.
Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts.
Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them.

Major Topics

Trust obstacles and pitfalls
Revoking irrevocable trusts
Trust protectors
Estate planning through trusts
Special needs and Medi-Cal/Medicare planning
Tax planning with trusts
DINGs, NINGs, IDGTs
Asset protection through domestic and foreign trusts

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Tax
2
Who Should Attend

CPAs, attorneys and financial planners.

Instructor(s)
Jacob Stein
Prerequisites

General knowledge of income, estate and gift taxes.

Advanced Preparation

None

Location
Webinar
Register Now
When
Aug 5, 2020
11:00 am - 1:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar
Instructor
Jacob Stein

MEMBER


$ (% off)
$75.00

NON-MEMBER


$ (% off)
$101.00
Become A Member

Register for this Event

Webinar(CA): Advanced Planning With Trusts


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×