TCTW
THE COMPLETE TRUST WORKSHOP!

The purpose of this course is to explore the many beneficial uses of trusts. Trusts remain an essential element in estate planning, both before 2010 and after. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform.

Major topics include:

• Introduction to trusts with emphasis on typical provisions
• Revocable living trusts
• Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts
• Asset protection trusts
• Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, QPRTs, and IDGTs
• Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds
• Irrevocable life insurance trusts
• Medicaid trusts
• Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts
• Dynasty trusts
• Trusts to hold S corporation stock

Level of knowledge: Intermediate