August 23, 2022 10:00am – 12:00pm Map & Directions 602-252-4144

Webcast: Advanced Planning With Trusts

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

The conference will cover advanced techniques related to income, gift and estate tax planning using trusts, focused on the use of irrevocable trusts. Topics also include creating irrevocable trusts without losing control over the assets placed into the trust while retaining the ability to unwind the trust. Drafting irrevocable trusts that are defective for income and transfer tax purposes. The use of irrevocable trusts for state income tax planning (DING and NING trusts), federal estate tax planning (focusing on IDGTs), asset protection (domestic and offshore trusts), qualifying for government benefits, international estate planning and pre-immigration tax planning.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

9:30am

Fees

Member:
$75
Non-CPA Staff:
$101
Non-CPA Staff (100% club):
$75
Non-CPA Staff (sole proprietor):
$75
Non-Member:
$101
Webcast
Taxation
2

Objectives

  • Identify income tax, gift tax and estate tax aspects of various types of trusts.
  • Recognize how to avoid Proposition 13 reassessment and how to avoid the trigger of the due on sale clause.
  • Recall estate planning and asset protection planning uses of different trusts.
  • Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts.
  • Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them.

Course Level

Advanced

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, attorneys and financial planners.

Prerequisites

General knowledge of income, estate and gift taxes.

Highlights

  • Trust obstacles and pitfalls
  • Revoking irrevocable trusts
  • Trust protectors
  • Estate planning through trusts
  • Special needs and Media-Cal/Medicare planning
  • Tax planning with trusts
  • DINGs, NINGs, IDGTs
  • Asset protection through domestic and foreign trusts

Notes

None

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