This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client's financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated.

Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.What You'll Learn:

• Choose a practical understanding of when and how to implement and operate a trust in a client's financial, estate, and/or asset protection plan
• The role of the trustee and how to avoid problems
• How to use trusts to avoid probate
• How revocable living trusts are affected by income, gift, and estate taxes
• Marital deductions and marital and bypass trusts
• How an irrevocable trust can be the center of an estate plan
• Advantages of an irrevocable life insurance trust
• How to create a dynasty trust
• Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool
• Trust options to provide security for older clients
• Advantages, tax consequences, and limits on charitable contributions and private foundations
• Charitable remainder and charitable lead trust issues
• How trusts can serve as asset protection devices
• Business trust issues

Included Materials

All ACPEN courses include handouts that are available to download. Handouts typically include a version of the slides used by the presenter, as well as a full course manual or other materials.

How To Access Your Course And The Accompanying Materials

You will receive an email directly from ACPEN with instructions for accessing your course and any accompanying materials.

How To Get Your CPE Credits

In order to obtain CPE credit for viewing ACPEN webcasts, you must view the course during the scheduled date and time. Throughout the program, you will be prompted to save three attendance codes per hour. At the conclusion of the program, your CPE Certificate will be issued assuming all attendance codes have been saved and submitted. Detailed instructions for this process are included in the course introduction and in written form as part of course materials.