Estate Planning with Trusts: The Basics that Everyone Needs to Know training seminars presented by NBI Inc. register now on FindaSeminar.com

findaseminar logo balls FindaSeminar.com
event search registration and marketing services since 2002
Advanced Search
 
 

Estate Planning with Trusts: The Basics that Everyone Needs to Know  

 Email information about this seminar Estate Planning with Trusts: The Basics that Everyone Needs to Know by NBI Inc. to yourself your manager or associates Email this event... View and register for other training seminars like Estate Planning with Trusts: The Basics that Everyone Needs to Know by NBI Inc. on FindaSeminar.com Find similar training.. Find and register for other training seminars by NBI Inc. on FindaSeminar.com Other seminars from NBI Inc.

By:

training seminars by NBI Inc. NBI Inc.   

For:

This basic level seminar is designed for the professionals involved in creating, administering and terminating trusts: Attorneys, Financial Planners, Accountants and CPAs, Trust Officers

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

Provide your clients with the full spectrum of wealth preservation options. (see full course description)

 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

wealth+terminate+terminating+administering+trusts+estate+planning training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 

 

share this page 

print the agenda print agenda for the Estate Planning with Trusts: The Basics that Everyone Needs to Know seminar

 

 

Training Course Syllabus:


Provide your clients with the full spectrum of wealth preservation options.

The leading edge of the Baby Boom Generation has turned 65 and are now engaging in serious estate planning efforts. This demographic means that more and more families are turning to trust planning solutions to assure that their wealth is properly transferred to the next generation. But trust planning also impacts businesses, financial institutions and professional advisors that serve this segment of the population in ways that are often unforeseen.

This class is a must for business attorneys, litigators, family law practitioners, paralegals, bankers, CPAs, enrolled agents, bookkeepers, business owners, bank officers, lenders, financial advisors and their assistants, life insurance professionals, title officers, government assessors, and anyone else who deals on a regular basis with trusts or people who have trusts.

Attendees will learn:
Why people use trusts as an estate planning tool.
How to read and identify different types of trusts and understand how they are used.
How to speak the language of trusts with estate planning lawyers and the clients who have trusts.

This class will be taught by the attorneys from the law firm of Foley & Foley PC, which has established itself as one of the premier trust and estate planning firms in the State of Alaska. Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson have built a reputation as dynamic speakers and teachers on estate planning and trust topics. Using non-technical language and an entertaining style, Richard, Susan and Bill will provide attendees with the best overview of trusts that is available in a one-day presentation. Don't miss this unique opportunity to understand the basics of trust planning and learn to distinguish among the many types of trusts that are in use today. Enroll now!



  1. INTRODUCTION AND COURSE OVERVIEW
    8:30 - 8:45, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
  2. WHAT IS A TRUST?
    8:45 - 9:30, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. The Parties
    2. Types of Trusts
    3. Basic Trust Terminology
    4. Reading and Identifying Trusts
  3. YOU CAN'T TAKE IT WITH YOU
    9:45 - 10:50, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. Types of Property and How it Passes at Death or Disability
    2. The Basics of Wills and Probate
    3. How Title Impacts Property Transfers at Death
    4. Reasons for Using a Living Trust
    5. The Challenge and Importance of Trust Funding
  4. ESTATE AND GIFT TAXATION
    10:50 - 11:50, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. A History of Estate and Gift Taxes
    2. The Current State of the Law
    3. The Credit Shelter Trust as a Basic Tax Planning Solution
    4. Marital and QTIP Trusts
  5. ETHICAL CONSIDERATIONS
    12:50 - 1:50, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. Identifying the Client
    2. Confidentiality
    3. Testamentary Capacity
    4. Fraudulent Transfers to Irrevocable Trusts
    5. Reporting Taxable Gifts
  6. ADVANCED TAX PLANNING WITH IRREVOCABLE TRUSTS
    1:50 - 2:40, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. Crummey Gifting Trusts
    2. Grantor Deemed Owned Trusts (GDOTs)
    3. Domestic Asset Protection Trusts (DAPTs)
    4. Grantor Retained Annuity Trusts (GRATs)
    5. Qualified Personal Residence Trusts (QPRTs)
    6. Trust Funding with Discounted Transfers
  7. TAX PLANNING THROUGH PHILANTHROPY AND PLANNED GIVING
    2:55 - 3:45, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. Tax Efficient Giving
    2. Charitable Remainder Trusts (CRTs)
    3. Charitable Lead Trusts (CLTs)
    4. Private and Community Foundations
  8. TRUSTS FOR FUTURE GENERATIONS
    3:45 - 4:40, Richard H. Foley Jr., Susan Behlke Foley and William M. Pearson
    1. Common Trust
    2. General Needs Trust
    3. Generation Skipping Trusts
    4. Supplemental Needs Trust

Seminar Summary:

Provide your clients with the full spectrum of wealth preservation options. (see full course description)

print this agenda print agenda for the Estate Planning with Trusts: The Basics that Everyone Needs to Know training seminar

 view dates and locations for this seminar

 

 

 

Custom Search