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An overview of trust laws and review of general concepts. Common structures and progresses for reviewing more advanced trust planning issues. Extensive coverage of the use of trust protectors.
Master advanced techniques related to income, gift and estate tax planning using trusts; succession planning; trust administration; special needs planning; and asset protection uses of most common trusts. Discussion covering various trusts and portability versus A-B and A-B-C trusts.
General knowledge of income, estate and gift taxes.
CPAs, attorneys and financial planners.