Wednesday, August 8, 2018
The National Business institute is holding a 2-day conference entitled, Using Trusts in Estate Planning and Asset Protection, on Wednesday, November 28, 2018 - Thursday, November 29, 2018 at the Embassy Suites by Hilton Boston at Logan Airport in Boston, Massachusetts. Provided below is a description of the event:
Successfully Handle Your Client's Trust Needs
The wide array of trusts available, combined with the numerous issues clients can bring to the table, can make choosing and using the right tool a daunting task - but it doesn't have to be. This insightful, two-day seminar will guide you through how to effectively use trusts for estate planning and asset protection. Explore a variety of planning tools that will help you tailor a trust that fits your client's specific situation. Don't miss this opportunity to make sure your trusts are thoroughly on point - register today!
Find out how to select the best trust option for each unique situation.
Protect retirement accounts with the use of IRA trusts.
Use trusts to help clients qualify for Medicaid while protecting their assets.
Discover ways to structure special needs trusts so beneficiaries still qualify for public benefits.
Learn how to minimize your client's tax burdens with the use of defective trusts.
Properly handle the administration of a trust.
Clarify who your client is to avoid conflicts of interest and other ethical violations.
Who Should Attend
This basic-to-intermediate level seminar is designed for professionals involved in structuring and administering trusts:
Accountants and CPAs
Determining Which Trust to Use
Grantor Trusts: When and How to Use Them
IRA Trusts: Protecting Retirement Accounts
Using Trusts to Qualify for Medicaid
Charitable Trusts: Setting Aside Assets and Tax Planning
Special Needs Trusts: Planning for Disabled Beneficiaries
Asset Protection Focus: Analysis and Tools
Using Irrevocable Life Insurance Trusts (ILITs)
Tax Planning with Trusts
Making Changes to Trusts
Remaining Ethically Compliant
Continuing Education Credit
International Association for Continuing Education Training – IACET: 1.20
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *
Professional Achievement in Continuing Education – PACE: 14.00* denotes specialty credits