Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area

Dec 21
12:30 - 4:00 p.m.

Regional Learning Alliance
Cranberry - Map

4-Tax
CPE Credits

Discuss the benefits of using a trust to achieve financial goals while avoiding taxation. Save your clients money in their estate planning.
Highlights

Key concepts of trusts, including recent trends, best practices, jurisdiction, and ways to avoid pitfalls
Changing a trust Federal estate tax exemption
Role of family dynamics
Choice of trustee and other fiduciaries: A word on institutional representatives
Pet trusts: The emerging necessities State, county, and local issues
Potential IRA problems