This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to firstname.lastname@example.org.
*Choose a practical understanding of when and how to implement and operate a trust in a client’s financial, estate, and/or asset protection plan.
*The role of the trustee and how to avoid problems
*How to use trusts to avoid probate
*How revocable living trusts are affected by income, gift, and estate taxes
*Marital deductions and marital and bypass trusts
*How an irrevocable trust can be the center of an estate plan
*Advantages of an irrevocable life insurance trust
*How to create a dynasty trust
*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool
*Trust options to provide security for older clients
*Advantages, tax consequences, and limits on charitable contributions and private foundations
*Charitable remainder and charitable lead trust issues
*How trusts can serve as asset protection devices
*Business trust issues
|IRS CE Credit Request form (0.16 MB)||Available after Purchase|
|IRS CE Credit Request Form (0.15 MB)||Available after Purchase|
|A Practical Guide to Trusts_Slides (0.57 MB)||Available after Purchase|
|A Practical Guide to Trusts_Q&A (0.01 MB)||Available after Purchase|
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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