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Course/Product Description
Title:

Current Issues in Revocable Living Trusts

SKU:WC-1014468
Date / Time: Recorded
Format: Webinar
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Description:

Revocable living trusts are a foundation of many estate plans. The use of a revocable living trust generally provides for a confidential distribution of family wealth without required court interference and also allows for assets to avoid probate in most jurisdictions.

Using a revocable living trust allows for planning in the event of incapacity without having to formally declare a person incompetent and without requiring the opening of a guardianship proceeding. A revocable living trust can provide a simplistic method of utilizing estate tax exemptions in the most efficient manner possible.

Agenda

What Is a Revocable Living Trust?


    Why Use a Revocable Living Trust?
    • Confidentiality
    • Avoidance of Probate Proceedings
    Why Fund a Revocable Trust During Lifetime?
    • Incapacity
    • Special Assets – Using Nominee Trust
    How Do You Fund a Revocable Trust With Real Estate?

    • Issues Involving Mortgages
    • Title Commitment
    • Deeds
    What Are the Tax Implications of Funding a Revocable Trust During Lifetime?

      How Do You Plan for Optimal Use of Estate Tax Exemptions With Revocable Trusts?

      • Credit Shelter Trust/Marital Trust (A/B Planning)
      • Joint Revocable Trusts for Exemption Efficiency
      FACULTY

      Philip J. Tortorich
      • Head of Katten Muchin Rosenman LLP's captive insurance practice
      • Advises wealthy individuals and closely held companies on the creation and management of captive insurance programs, as well as tax and estate planning matters
      • Advises wealthy individuals and closely held companies on the creation and management of captive insurance programs, as well as tax and estate planning matters
      • Has worked in the captive insurance space for more than a decade and is one of only a few attorneys who handle both the income tax and estate and gift tax aspects of captive insurance programs for closely held middle market businesses
      • Much of his work involves consulting with clients on the tax efficient structuring of corporate entities including C corporations, S corporations, limited liability companies, limited partnerships and hybrid-type entities
      • Assists clients in designing onshore and offshore trusts that minimize their exposure to gift taxation and in structuring family investment companies that fit their specific circumstances and trust and estate plans
      • J.D. degree, Loyola University Chicago School of Law
      • B.A. degree, Loyola University Chicago


      Cannot Attend The Live Presentation?

      This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
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