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Understanding Trusts - Leveling the Playing Field (MLCN64A)
Why and When Trusts Should be Utilized in a Client’s Asset, Estate, and Financial Protection Plan.
In this session, expert speaker Arthur Joseph Werner, JD, MS (Taxation) will provide you with in-depth information that will allow you to decide as to whether a trust is the legitimate vehicle for your client’s asset, estate, and or asset protection plan, and if so, how the trust can be best implemented and operated. You will get to know why and when trusts should be utilized in a client’s asset, estate and financial protection plan.
After attending this session, you will walk out with a level of comfort which will enable you to advise your clients successfully in the area of trust planning.
The trust defined
The “players” in a trust
The “Three Questions” used in trust planning
The concept of “Trust Income”
How to use a trust to avoid probate
The income tax considerations in trusts
The estate tax considerations in trusts
Marital deductions and marital and bypass trusts
NASBA & IRS Category of Study: Taxes
Who Should Attend
Insurance agents, and
*Single User Price. For multiple users please call 1-800-223-8720
Arthur Joseph Werner, JD, MS (Taxation), 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. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa...