All About Trusts

Training Provided by Lorman Education Services All About Trusts - Discover how to navigate the minefields of trusts with ease. Attend this cutting-edge seminar and you ll gain a clear understanding of the different types of trusts. Meet the challenges ahead and find out what you need to know about estate planning issues, asset protection considerations, estate and gift tax considerations, and grantor trust rules. These are just a few of the valuable tips we ll discuss at this must-attend seminar. You ll acquire the shrewd wisdom and good judgment necessary to succeed no matter what challenges arise. Don t miss this opportunity to learn to navigate the complex and changing issues surrounding trusts. Benefits For You: Get a handle on the various types of trusts Recognize the estate planning uses of revocable trusts Interpret key asset protection considerations Understand the estate and gift tax advantages related to qualified personal residence trusts Pick favorable jurisdictions when it comes to foreign trusts

All About Trusts This seminar will be presented by Jacob Stein, Esq., and Diedre Dennis Wachbrit, Esq.

8:00 am 8:30 am Registration

8:30 am 9:30 am Types of Trusts
Revocable vs. Irrevocable
Trustee Powers and Duties
Beneficiary Rights and Powers
Governing Law

9:30 am 10:30 am Revocable Trusts
Definition of a Revocable or Living Trust
Estate Planning Uses
Probate Avoidance
Estate Tax Minimization
Incapacity Planning
Income Tax Considerations Grantor Trust Rules
Asset Protection Considerations
Other
Construction of Trusts
No-Contest Clauses
Funding the Trust

10:30 am 10:40 am Break

10:40 am 12:00 pm Irrevocable Trusts
Overview of Irrevocable Trusts
Types of Irrevocable Trusts
Life Insurance Trusts
GRITs, GRATs and GRUTs
Qualified Personal Residence Trusts
Charitable Remainder Trusts
Special Needs Trusts
Defective Grantor Trusts
Dynasty Trusts
Foreign Trusts

12:00 pm 1:00 pm Lunch (On Your Own)

1:00 pm 2:30 pm Irrevocable Trusts (Continued)
Estate Planning Uses
Estate Tax Minimization
Succession Planning
Income Tax Considerations
Asset Protection Considerations

2:30 pm 2:50 pm Life Insurance Trusts
Estates and Gift Tax Considerations
Crummey Powers
Common Uses

2:50 pm 3:00 pm Break

3:00 pm 3:25 pm Qualified Personal Residence Trusts
Estate and Gift Tax Advantages
Asset Protection Advantages

3:25 pm 3:50 pm Defective Grantor Trusts
Grantor Trust Rules
Applicable Estate Tax Rules
Estate Tax Advantages

3:50 pm 4:30 pm Foreign Trusts
General Concepts
Picking Favorable Jurisdictions
Asset Protection Advantages
Income Tax Considerations

About The Training Provider: Lorman Education Services

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