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Training Course Syllabus:

This seminar is designed for accountants, attorneys, enrolled agents, financial and estate planners, insurance professionals, paralegals and trust officers.

This seminar will provide participants with the opportunity to learn some of the most effective estate planning techniques used by practitioners today. Discussions will focus on the tax and non-tax advantages of using various types of trusts, and the interplay between the selected trust and the client’s other estate planning documents. Participants will leave with the knowledge and understanding they need to confidently advise their clients on when a trust is appropriate, what type of trust should be used, and how to avoid common pitfalls when drafting the trust.

8:30 a.m. - 9:00 a.m.

I. Overview – Uses Of Trusts

A. Transfer Property With Special Conditions

B. Charitable Purposes

C. For Asset Management Or Protection

D. For Tax Purposes

9:00 a.m. - 9:20 a.m.

II. Requirements For A Trust In Georgia

9:20 a.m. - 9:30 a.m.

III. General Classification Of Trusts

A. Testamentary

B. Inter Vivos

1. Revocable vs. Irrevocable

2. Tax Issues

9:30 a.m. - 10:30 a.m.

IV. Nontax Issues

A. Selection Of Trustee; Selection Of Successors

B. Duration

C. Powers And Duties Of Trustee

D. Description Of Beneficiaries’ Interests

E. Drafting For Flexibility

F. The Current Status Of “Total Return” Trusts

G. The Role Of Courts in Interpreting And Modifying The Terms Of A Trust

H. Situs Of Trust For State Law Purposes

10:30 a.m. - 10:40 a.m.


10:40 a.m. - 12:00 p.m.

V. Specific Types Of Trusts

A. Revocable Or “Living” Trusts

B. Special Needs Trusts

C. Asset Protection Trusts

D. Spendthrift Trusts

E. Section 2503 Trusts

F. Irrevocable Life Insurance Trusts

G. Qualified Personal Residence Trusts

H. Testamentary Credit Shelter Trusts

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 2:15 p.m.

V. Specific Types Of Trusts (Continued)

I. QTIP Trusts

J. Trusts As The Beneficiary Of Retirement Benefits

K. Charitable Trusts

1. Private Foundations

2. Charitable Remainder Trusts

3. Other Charitable Trusts

L. Grantor Trusts

M. Grantor Retained Annuity Trust

N. Trusts To Hold S Corporation Stock

2:15 p.m. - 2:50 p.m.

VI. Income Taxation Of Trusts And Beneficiaries

A. Overview Of Rules

B. Importance Of Planning And Selection Of Investments

2:50 p.m. - 3:00 p.m.


3:00 p.m. - 3:30 p.m.

VII. Ethical Issues For Attorneys In Drafting Trusts And Representing Trustees And Beneficiaries

3:30 p.m. - 4:30 p.m.

VII. Case Studies/Questions And Answers/Closing

Seminar Summary:

 (see full course description)

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