July 19, 2024


Webinar


4 CPE Credits

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (12:30PM-4:00PM)

July 19, 2024
Webinar
4 CPE Credits

Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (12:30PM-4:00PM)

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    Instructor

    Inibehe
    Adesanya

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Learning Objectives

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

Major Topics

  • Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls
  • Decanting
  • Federal estate tax exemption and remaining relevance of trusts
  • Irrevocable life insurance trusts
  • The role of family dynamics
  • Choice of trustee and other fiduciaries
  • State trust-friendly considerations
  • Charitable trusts
  • Delaware Statutory Trusts
  • Powers of attorney 
  • Pet Trusts – the emerging necessities
  • State, county, and local issues
  • Portability
  • QTIP issues
  • Creditor considerations
  • Potential IRA problems
  • Problems with re-titling assets

CPE Credits Available

4 CPE Credits
4
Tax

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

A basic understanding of simple trusts

Intended Audience

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

Provider

Arkansas Society of CPAs (Little Rock)

This event has ended.