Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, August 8, 2018

CLE on Using Trusts in Estate Planning and Asset Protection

CLEThe 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:

Program Description

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

Trust Officers

Tax Managers

Wealth Managers


Course Content

Day 1

Trust Overview

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

Day 2

Special Needs Trusts: Planning for Disabled Beneficiaries

Asset Protection Focus: Analysis and Tools

Using Irrevocable Life Insurance Trusts (ILITs)

Tax Planning with Trusts

Administering 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


Conferences & CLE, Estate Administration, Estate Planning - Generally, Generation-Skipping Transfer Tax, Gift Tax, Income Tax, Trusts | Permalink


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