Description

This practical introduction to trusts will help you build a better understanding of how they re chosen, created, and used. Break down the different types of trusts, the trust language used in drafting and case law, key tax planning and reporting issues, and essential trust administration tasks. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Register today!

• Master essential trust principles.
• Explore top trusts currently in practice: their unique features, requirements, and uses.
• Identify key revocable trust mistakes and get guidance for preventing problems.
• Explore tax saving tactics tailored to unique client needs.
• Get suggestions for the use of specific language in trusts.
• Clarify the requirements for the formation of a special needs trust.
• Come away with practical examples and trust language needed to put your new knowledge to use right away.