The Complete Trust Workshop
Discuss the benefits of trusts in estate planning, asset protection, and wealth accumulation over multiple generations. Explore trusts in conjunction with disability, charity, life insurance, principal residents, and minors.Highlights
- Introduction to trusts and typical provisions
- Revocable living trusts
- Bypass trusts, QTIP trusts, and other marital trusts
- Asset protection trusts
- GRATs, GRUTs, QPRTs, and IDGTs
- Charitable trusts and pooled income funds
- Irrevocable life insurance trusts
- Medicaid trusts
- Trusts for minors
- Impact of the new 3.8 percent Net Investment Income Tax
Registration
PICPA Member: $275
Nonmember: $375
More Information
Course No.
591900
Level:
Intermediate
Prerequisites:
A basic course in estate and gift tax and a basic course on estate and trust income taxation
Notes
Accepted
for Insurance credits.
Speaker(s)
Dennis Riley
Cutting Edge CPA
Course No. 591900
Level: Intermediate
Prerequisites: A basic course in estate and gift tax and a basic course on estate and trust income taxation
Notes
Accepted
for Insurance credits.
Dennis Riley
Cutting Edge CPA
