Virtual
Everything You Need to Know About Trusts 2023
Date: April 24, 2024
Time: 8 a.m. – 3:30 p.m. PT
CPE: 8
Overview
An overview of trust laws and a review of general concepts. Common structures and review of some more advanced trust planning issues. Extensive coverage planning issues through a discussion of trust administration. The discussion covers special needs planning, asset protection; gift and estate tax planning; use of most common trusts; and portability versus A-B and A-B-C trusts.
Product Code
1000001878-116751
Credit Type
CPE: 8CFP: 8CPE-Technical: 8IRS-TX: 8MCLE: 6.5MCLE LS-EP: 6.5MCLE LS-TX: 6.5Intended Audience
CPAs, attorneys and financial planners.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
General knowledge of income, estate and gift taxes.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Trust obstacles and pitfalls
- Revoking irrevocable trusts
- Trust protectors
- Succession planning, retirement planning and estate planning through trusts
- Basic issues related to special needs and Medi-Cal planning
- General Outline of planning with GRATs, QPRTs, IDGTs, etc.
- Planning with A-B and A-B-C (QTIP) trusts
- Asset protection through domestic and foreign trusts
Faculty
Kenneth W. Kossoff
Jacob Stein
Jacob Stein, Esq. is the managing partner of Aliant, LLP. He specializes in private wealth legal work, including sophisticated asset protection and estate planning, structuring international business transactions, and complex U.S. and international tax planning. Mr. Stein received his law degree from the University of Southern California, and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of Ca...
More about Jacob SteinAdditional Details
This course was recorded on 7/1/2022. The instructor will be available via the chat feature to answer questions during the presentation.