Advanced Estate Planning Techniques Training Class

Course ID: 13165

Advanced Estate Planning Techniques Training Seminar

Learn How to Best Preserve and Protect Your Clients' Estates

Nothing can be worse for your clients than working and saving all their lives to help those left behind only to have the government take most of their assets. Fortunately, this does not have to be the case; there are a myriad of options available to assist your clients in preserving and carrying on the legacies they intended. This seminar will lay those possibilities out for you and allow you to help your clients structure their estates in the most beneficial ways possible.

This advanced level seminar will go in depth into the sophisticated issues that will help your clients the most. Grasp the significance of the marital deduction and credit shelter planning so you can preserve as much wealth as possible. Understand how an irrevocable insurance trust can help with asset allocation. Delve into the benefits of lifetime and testamentary charitable giving and help clients prudently plan - while helping others. Master how the Chapter 14 rules affect planning and explore retirement plans with charity beneficiaries so you can advise clients on all their options. Expand your client base and investigate how to assist non-citizens with their estate planning needs.

Safeguard your clients' estates by understanding fractional and pecuniary amount formulas.
Protect the person closest to your client by exploring spousal beneficiaries and spousal rollovers of retirement assets.
Take a detailed look at how a qualified personal residence trust can preserve assets.
Help your clients carry on their legacies through the use of dynasty trusts.
Make sure your representation is ethical by avoiding conflicts of interest.


	Agenda
	MARITAL DEDUCTION AND CREDIT SHELTER PLANNING Jonathan W. Burch, 8:30 - 9:45 Fractional and Pecuniary Amount Formulas Estate Planning and Increasing Estate Tax Exemptions The Reverse QTIP and GST Planning With the Marital Trust Total Return Concepts Funding the B Trust/Estate of Hubert Selecting the Appropriate Trustee Uses of Powers of Appointment and Disclaimers THE IRREVOCABLE INSURANCE TRUST Donna J. Jackson, 9:45 - 10:30 Single Life and Second to Die Trusts Hanging and Flexible Crummey Powers GST Planning and Allocation of GST to Gifts Spousal Access and Wrap Trusts ESTATE PLANNING FOR RETIREMENT ASSETS Donna J. Jackson, 10:45 - 11:30 Required Minimum Distributions Structuring Trusts as Plan Beneficiaries Spousal Beneficiaries and Spousal Rollovers Using Charitable Remainder Trusts As Beneficiaries LIFETIME AND TESTAMENTARY CHARITABLE PLANNING Chris Economou, 11:30 - 12:15 Overview of the Wealth Transfer Charitable Tax Deduction Charitable Lead Trusts Charitable Remainder Trusts Retirement Plans with Charity Beneficiaries Charitable Giving and the Zero Estate Tax Plan FAMILY PLANNING AND THE CHAPTER 14 RULES Chris Economou, 1:15 - 2:00 Estate Freeze/Recapitalization Planning Qualified Personal Residence Trusts Grantor Retained Annuity Trusts and the Zeroed Out GRAT Sales to Grantor Trusts Buy/Sell Agreements GENERATION SKIPPING PLANNING Arthur F. Hoge III, 2:00 - 2:45 Dynasty Trusts Allocation of GST Crummey Powers and GST Taxable Terminations and Distributions ETHICAL ESTATE PLANNING: IN YOUR CLIENTS' BEST INTERESTS Jonathan W. Burch, 3:00 - 3:50 Identifying the Client/Avoiding Conflicts of Interest The Use of Representation Letters Representation of Multiple Clients Attorney Fees PLANNING FOR NON-CITIZENS Clarke L. Randall, 3:50 - 4:40 Residents vs. Non-Residents Qualified Domestic Trusts Rules for Expatriation Taxation of U.S. Property of Non-Resident Aliens Effect of Tax Treaties

Audience

This advanced level seminar is perfect for estate planning attorneys who want to specialize their skills. Accountants, trust officers and other professionals who wish to learn sophisticated estate planning strategies will also greatly benefit from attending this seminar.