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Learn about advanced techniques related to income, gift and estate tax planning using trusts. The course will primarily cover the use of irrevocable trusts.
Discuss how to create irrevocable trusts without losing control over the assets placed into the trust and retaining the ability to unwind the trust. This course will explain how to draft irrevocable trusts that are defective for income and transfer tax purposes and how to use irrevocable trusts for state income tax planning (DING and NING trusts), federal estate tax planning (focusing on IDGTs), asset protection (domestic and offshore trusts), qualifying for government benefits, international estate planning and pre-immigration tax planning.
General knowledge of income, estate and gift taxes.
CPAs, attorneys and financial planners.