Webinar(CA): Everything You Need to Know About Trusts

Description

An overview of trust laws and review of general concepts. Common structures and progresses for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors.
Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection uses of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.

Learning Objectives

Identify income tax, gift tax and estate tax aspects of various types of trusts.
Determine requirements for a valid trust, selecting trustees, trustee discretion, distribution clauses and probate avoidance.
Recognize how to avoid Proposition 13 reassessment.
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
Succession planning, retirement planning and estate planning through trusts
Special needs and Medi-Cal/Medicare planning
Tax planning with trusts, including , GRATs, QPRTs, IDGTs, etc.
Planning with A-B and A-B-C (QTIP) trusts
Asset protection through domestic and foreign trusts

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Tax
8
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
Jan 27, 2021
7:30 am - 3:00 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar
Instructor
Jacob Stein

MEMBER


$ (% off)
$295.00

NON-MEMBER


$ (% off)
$400.00
Become A Member

Register for this Event

Webinar(CA): Everything You Need to Know About Trusts


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×