CT Fund Raiser Event: Everything You Need To Know About Trusts (7091520A)

REGISTRATION STATUS: OPEN

This course focuses exclusively on trusts, beginning with a general overview of trust laws and structures, then delving into common every-day structures and progressing into advanced planning with trusts. You'll learn advanced planning techniques related to income, gift and estate tax planning using trusts; estate planning; succession planning; retirement planning; special needs planning; charitable planning; and asset protection uses of most common trusts. Living trusts, qualified personal residence trusts, life insurance trusts, grantor annuity trusts, charitable trusts, special needs trusts, foreign trusts, retirement trusts, dynasty trusts and defective grantor trusts will be covered.

Date:	Thursday, December 03, 2009
Time:	8:30am - 4:30pm (Registration at 8:00am)
Facility:	Fess Parker's Doubletree Resort, Santa Barbara
Area:	Channel Counties
CPE Credit:	6.5 Estate Plan/Trust 6.5 MCLE (Min Cont Legal Educ) 6.5 Taxation 8.0 CFP-Estate Planning 8.0 CPE (Continuing Professional Education)
Instructors:	Jacob Stein Esq. JD, LLM / Diedre Wachbrit-Braverman
Developer:	Law Office of Diedre Wachbrit
NASBA Subject Area:	Taxes
Delivery:	Group Live
Course Level:	Intermediate
Fee:	$250 CalCPA Members, $295 Nonmembers

Objectives:

Understand the income tax, gift tax and estate tax aspects of all kinds of trusts.

Review estate planning and asset protection planning uses of different kinds of trusts.

Learn advanced tax, estate planning, succession planning, retirement planning, special needs planning and asset protection planning using trusts.

Major Topics:

Overview of trusts: requirements for a valid trust, selecting trustees, trustee discretion, distribution clauses, etc.

Succession planning and estate planning: using trusts to accomplish common succession planning and estate planning objectives

Special needs planning: planning for special needs beneficiaries and Medi-Cal/Medi-Care planning

Tax planning using trusts: income tax, estate tax and gift tax planning

Charitable planning: using trusts for charitable purposes in a tax advantaged manner

Asset protection: Using trusts to protect assets from claims of creditors

Retirement planning: How to use retirement trusts to stretch out the tax deferral benefits of IRAs for generations

Trusts covered: living trusts, qualified personal residence trusts, life insurance trusts, grantor annuity/uni trusts, charitable trusts, domestic and foreign asset protection trusts, retirement trusts, dynasty trusts and defective grantor trusts

Designed for:

CPAs, attorneys and financial planners.

Prerequisite:

None

Advanced Preparation:

None

Note:

To ensure that CFP credit is properly recorded with the CFP Board of Standards, please update your personal profile and provide your CFP number.