[WEB] A Comprehensive Guide to Trusts

Description

LINK AND INSTRUCTIONS TO COME FORM HSCPA ONE DAY PRIOR TO SESSION

Explore a concise yet comprehensive examination of trusts and estate planning with our 4-hour seminar. A Practical Guide to Trusts. Designed for financial professionals navigating complex estate planning terrain, this seminar offers invaluable insights and actionable strategies to optimize tax efficiency and enhance your clients' financial well-being across generations.

Gain expertise in trust implementation and operation, learn essential techniques for probate avoidance, and explore the complexities of tax implications on trusts, focusing on revocable living trusts and their role  in estate planning. Discover the significance of marital deductions, bypass trusts, and the benefits of utilizing irrevocable trusts, including irrevocable life insurance trusts and dynasty trusts for multi-generational wealth planning.

Our seminar also provides an overview of estate planning tools such as GRIT, GRAT, GRUT, and QPRT, equipping you with the knowledge to navigate the challenges of estate planning with confidence.     

Highlights

• Trustee Responsibility and Operations 
• Strategies for Probate Avoidance and Asset Distribution 
• Tax Implications for Revocable Living Trusts  
• Marital Deductions and Bypass Trusts in Estate Planning 
• Utilizing Irrevocable Trusts for Effective Estate Planning 
• Irrevocable Life Insurance Trusts: Benefits and Considerations 
• Dynasty Trusts: Characteristics and Advantages
• Overview of Estate Planning Tools: GRIT, GRAT, GRUT, QPRT

Objectives

At the end of this course, you will be able to:

• Understand the roles and duties of a trustee in trust implementation.
• Learn techniques for probate avoidance and efficient asset distribution using trusts.
• Explore the impact of income, gift, and estate taxes on trusts, with a focus on revocable living trusts. 
• Recognize the significance of marital deductions and bypass trusts in estate planning. 
• Evaluate the benefits and considerations of irrevocable trusts, including irrevocable life insurance trusts.
• Gain insights into the characteristics and advantages of dynasty trusts in multi-generational wealth planning.
• Assess the applicability and advantages of estate planning tools such as GRIT, GRAT, GRUT, and QPRT.

Designed For

CPAs, EAs, attorneys, bankers, and financial planners