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CLE on Trusts: The Ultimate Guide

By Gerry W. Beyer

0000000 CLEThe National Business Institute is holding a conference entitled, Trusts: The Ultimate Guide, which will take place on Wednesday, August 30, 2017 at CMBA Conference Center in Cleveland, OH. Provided below is a description of the event:

Program Description

Make the Best Use of Today’s Top Trusts

We’ve built off our top “Trusts 101” course to give you even more unique trust structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today’s top trusts and anticipate administration challenges and tax consequences. Register today!

  • Get an update on the current laws and tax regs governing the trusts practice.
  • Analyze all key factors in selecting the best trust option for each unique situation.
  • Learn when and how IRA trusts are used.
  • Define powers and duties of all trust parties to smooth implementation and prevent disputes.
  • Save drafting time with sample trust language.
  • Clarify who your client is to avoid conflicts of interest and other ethical violations.
  • Minimize your client’s tax burdens with effective use of trusts.

Who Should Attend

This basic level seminar is designed for professionals involved in drafting and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Enrolled Agents
  • Tax Managers
  • Wealth Managers
  • Nursing Home Administrators
  • Paralegals

Course Content

  1. Key Parties, Terms, Legal Concepts
  2. Revocable vs. Irrevocable and Revocable to Irrevocable
  3. Living vs. Testamentary Trusts
  4. IRA Trusts
  5. Medicaid-Planning Trusts
  6. Special Needs Trusts
  7. Asset Protection Trusts: Domestic and Offshore
  8. Legal Ethics
  9. Tax Deduction with Trusts

Continuing Education Credit

 

Continuing Legal Education – CLE: 6.75 *

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants: 8.00 *

Professional Achievement in Continuing Education – PACE: 8.00 *

* denotes specialty credits

Posted in:
Conferences & CLE, Estate Planning - Generally and Trusts