8 Results for ‘restructuring-trusts-for-the-new-tax-law’
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TopicsEstate Planning (8)
Product TypeOnDemand Course (90)Live Webinar (10)Video (1)
Trust Administration in California: Funding the Trusts Revocable trusts can range from simple trusts or disclaimer trusts, to more complex trusts that incorporate tax planning strategies, such as A-B trusts or trusts...
Trust Administration in California: Types of Trusts Your professional advice and trust knowledge is essential to your clients - make sure you're giving them your best.
Basics of Trust Administration in California on First Death Revocable Living Trusts – Administration and Termination 1. Basic Trust Administration – Outright distribution a.
Trust Administration in California: Trustee Duties and Responsibilities Since trusts describe a fiduciary "relationship" between the person holding legal title to property for the benefit of another and the beneficiary,...
Cutting Edge Litigation Issues in California Trust Administration The topics covered in this report are "cutting edge" because the issues presented involve areas of trust administration where predictability is difficult...
Planning for the Disabled: Special Needs Trusts Special needs trusts, often called supplemental needs trusts or supplemental care trusts, are trusts created for disabled and elderly persons, and which are intended to...
Medicaid and Elder Law in Maryland: Special Needs Trusts Special needs trusts and supplemental needs trusts are established for the sole benefit of a person with disabilities.
Planning With Intentionally Defective Grantor Trusts This presentation will explore the use of IDGTs as an estate planning device, their proper design and will also compare them to other estate planning vehicles.
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