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Friday, November 12, 2021 Live Webcast

The Complete Trust Workshop (E2111191)

9:00 AM - 4:30 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

8.0 CPE Credits in TX

OVERVIEW

The use of trusts will continue to undergo changes. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

DESIGNED FOR

CPAs who wish to have a complete understanding of the various uses of trusts.

BENEFITS

  • Identify the areas of trust in connection with disability, charity, life insurance, leveraging gifts, principal residences and minors
  • Understand the role played by a marital deduction trust and a credit shelter bypass trust
  • Explain how trusts may protect assets and perpetuate family wealth over multiple generations

HIGHLIGHTS

  • The SECURE Act, including IRA and RMD changes
  • Guide to legislative changes and their impact on trust planning
  • An introduction to trusts with emphasis on typical provisions
  • Revocable living trusts
  • Common testamentary trust arrangements: bypass trusts, QTIP trusts and other marital trusts
  • Asset protection trusts
  • Sophisticated trusts for estate planning and asset transfer: GRATs, GRUTs, QPRTs
  • Charitable trusts: charitable remainder trusts, charitable lead trusts and pooled income funds
  • Irrevocable life insurance trusts
  • Medicaid trusts: special needs and Miller trusts
  • Trusts for minors: Sections 2503(b) and 2503(c) and other trusts
  • Dynasty trusts
  • Trusts to hold S corporation stock
  • Impact of historically low APRs on various trust arrangements
  • Special problems of estates and trusts relating to the new 3.8-percent tax on investment income and specific solutions

COURSE LEVEL

Intermediate

PREREQUISITES

A basic course in estate and gift tax and a basic course on estate and trust income taxation (Form 1041).

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for CFP credit.

INSTRUCTOR

John Evanich

John L. Evanich, CPA

Surgent Professional Education

John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP -- the 10th-largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Mr. Evanich received a bachelor’s degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master’s in Taxation program at Pace University in New York City.

PRICING

$289.00 - Member

$439.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 12 at 8:30 AM.

ADDITIONAL OPTIONS

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Print a registration form

COURSE DEVELOPER

Surgent

Qualifies For

  • CFP