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Recent years have seen an explosion in the use of trusts by advisors for their clients. Concerns about illness, estate planning, asset management and protection, probate, marriage and divorce, blended families, special needs of family members and, of course, taxation have made this happen. How well are all of the wide variety of trusts understood?

Steve Siegel's 3-part course is designed to look at trusts from how they begin and operate to the uses of trusts in multiple circumstances for clients with a wide variety of needs and desires. Each of the three parts of this Program presents a survey of trusts and explains a different group of trusts, what they are and when and how they are used.

PART ONE March 4  3:00-4:30 PM ET 2021

Basic characteristics and Elements of a Trust (Grantor, Beneficiary, Trustee, Property, Situs, General Use in Planning

Living Trusts

Testamentary Trusts

Bypass Trusts (Credit Shelter Trusts)

Disclaimer Trusts

Clayton Election Trusts

Using Trusts for the Marital Deduction (Estate Trusts, Power of Appointment Trusts, QTIP and QDOT Trusts)

Trust Planning for Children and Grandchildren (Section 2503(c) Trusts, Crummey Trusts)

Life Insurance Trusts  (ILITs)

PART TWO  March 12th  1:00-2:30 PM ET 2021

Charitable Trusts:

          Charitable Remainder Annuity Trusts (CRAT)

          Charitable Remainder Unitrusts (CRUT, NICRUT, NIMCRUT)

          Charitable Lead Annuity Trusts (CLAT)

          Charitable Lead Unitrusts (CLUT)

Grantor Retained Interest Trusts

          Grantor Retained Annuity Trusts (GRAT)

          Grantor Retained Unitrust (GRUT)

          Grantor Retained Interest Trust (GRIT)

          Qualified Personal Residence Trust (QPRT)

 

PART THREE  March 19th 1:00 - 2:30 PM ET 2021

Intentionally Defective Grantor Trusts (IDGTs)

Beneficiary Controlled Trusts

Dynasty Trusts

Spousal Lifetime Access Trusts (SLATs)

Domestic Asset Protection Trusts (DAPTs)

Incomplete Non-Grantor Trusts (INGs)

Qualified Subchapter S Trust (QSST)

Electing Small Business Trust (ESBT)

Special Needs Trusts

Directed Trusts

Silent Trusts

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.