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Who should attend Estate Planning with Trusts: The Basics that Everyone Needs to Know
This basic level seminar is designed for the professionals involved in creating, administering and terminating trusts: Attorneys, Financial Planners, Accountants and CPAs, Trust Officers
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This basic level seminar is designed for the professionals involved in creating, administering and terminating trusts: Attorneys, Financial Planners, Accountants and CPAs, Trust Officers

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Seminar Summary:

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

 
 
 

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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)

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