Training
Provided by Lorman Education Services
BenefitsIt is all too common for clients who go through the time and expense of creating a revocable trust to not properly fund the trust. Failing to fund a revocable trust will often defeat the very purpose for creating such a trust, i.e., avoiding probate and the public disclosure of assets. This teleconference will provide an overview of the mechanics of contributing property to revocable trusts, and the timing and tax consequences of funding testamentary and irrevocable trusts. It will be a helpful introduction to those who will be assisting clients with funding trusts, and a solid refresher course for professionals who advise clients on tax issues of contributing property to trusts. The speaker will focus on issues common to most states, and will provide citations using the
Uniform Trust
Code and
Florida law.
Attorneys, presidents, vice presidents, accountants, finance directors, controllers,
CFOs, financial planners and estate planners
| This is primarily teleseminar training |  | Contact Lorman Education Services for more information |
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| Training Presented in: | English |
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