Date: Jan. 28, 2025
Time: 8 a.m. – 3:30 p.m. PT
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.
1000002623-125403
CPAs, attorneys and financial planners.
Taxes
Intermediate
General knowledge of income, estate and gift taxes.
None.
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.