Make the Best Use of Today’s Top Trusts
We’ve expanded on our top “Trusts 101” course to give you even more unique trusts structures, sample provisions language, and reasoning for which planning tools better suit specific client situations. Understand the key structures and uses of today’s top trusts and anticipate administration challenges and tax consequences. Register today!
- Get an update on the current laws and tax regs governing the trusts practice.
- Analyze all key factors in selecting the best trust option for each unique situation.
- Learn when and how IRA trusts are used.
- Define powers and duties of all trust parties to smooth implementation and prevent disputes.
- Save drafting time with sample trust language.
- Clarify who your client is to avoid conflicts of interest and other ethical violations.
- Minimize your client’s tax burdens with effective use of defective trusts.
- Get practical guidance for drafting unique single purpose trusts for pets.