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Friday, November 6, 2020 Webcast

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (X1-TRS4-2020-01-WEBNR-311-01)

1:30 PM - 5:00 PM EST
webcast

Webcast

4.0 CPE Credits in TX

OVERVIEW

Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? What language should the trusts include? And how can the client be best protected?

DESIGNED FOR

Tax practitioners who advise clients on the benefits of establishing a trust.

BENEFITS

  • Advise individual clients on the benefits of using a trust to achieve their personal goals while avoiding taxation
  • Save clients money in their estate planning

HIGHLIGHTS

  • Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls
  • Changing a trust
  • Federal estate tax exemption
  • Discussion of federal and state estate taxes
  • The role of family dynamics
  • Choice of trustee and other fiduciaries – a word on institutional representatives
  • Pet Trusts – the emerging necessities
  • State, county, and local issues
  • Portability
  • QTIP issues
  • Creditor considerations
  • Potential IRA problems

COURSE LEVEL

Advanced

PREREQUISITES

A basic understanding of simple trusts.

ADVANCE PREPARATION

None

INSTRUCTOR

Ciro Poppiti

Ciro Poppiti, Esq.

Ciro Poppiti, III is a Delaware attorney, whose practice has included elder law, wills, estates, and trusts. In 2015, he received the Delaware Bar Association’s highest award for government service. Ciro was the executive editor of “Delaware Estate Administration”, a policy-and-best-practices guide for attorneys. He is a Judge Advocate in the Army – Delaware National Guard. He is regularly appointed a special master in the Court of Chancery, Delaware’s famous business court. Ciro also writes and lectures frequently, and has taught legal studies at Wilmington University and the University of Delaware.

PRICING

$129.00 - Member

$139.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent

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