Webcast: Everything You Need to Know About Trusts

Focusing exclusively on trusts, this course begins with a general overview of trust laws and general concepts, delves into common, everyday structures and then progresses into advanced trust planning issues.

You'll learn advanced techniques related to income, gift and estate tax planning using trusts; estate planning; succession planning; retirement planning; special needs planning; charitable planning and asset protection uses of most common trusts. The discussion will also cover living trusts, qualified personal residence trusts, life insurance trusts, grantor annuity trusts, charitable trusts, special needs trusts, foreign trusts, retirement trusts, dynasty trusts and defective grantor trusts. We will pay particular attention to exemption planning utilizing A-B and A-B-C trusts for 2013 and beyond. New this year: extensive coverage of the use of trust protectors.