98 Results for ‘restructuring-trusts-for-the-new-tax-law’
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TopicsEstate Planning (64)Accounting (17)Tax (9)General Business (3)Nonprofit (3) More
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Learn how to draft an irrevocable trust to ensure your clients VA and Medicaid benefits are protected.The average cost of long-term care in the United States ranges from $3,628 per month in assisted living to $7,698 per...
Fundamentals of Spousal Lifetime Access Trust planning.Estate planning has progressed well beyond the basic will and powers of attorney. Use of trusts permit detailed and comprehensive planning.
CLE credit available
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...
In volatile markets, look under the hood of life insurance with an industry expert as your guide. Managing life insurance has been harder this last year than any year in recent memory, with volatile equity markets and...
Gain a better understanding on the differences in a foreign trust versus a United States trust and the reporting obligations for filing Form 3520.This topic will provide you with the fundamentals of U.
Enrolled Agents credit available
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.
Understand how to transfer business operations to future generations without overpaying the Internal Revenue Service using the Beneficiary Defective Inheritor Trust.
Learn the fundamentals of foreign trust taxation while determining the requirements needed of U.S. beneficiaries. The U.S. is one of the most sought jurisdictions for wealthy foreign families to immigrate for various...
Basics of Trust Administration in California on First Death Revocable Living Trusts – Administration and Termination 1. Basic Trust Administration – Outright distribution a.
Dive into this comprehensive guide to accurately completing IRS Form 1041-A.This will provide you with a comprehensive guide to accurately completing IRS Form 1041-A.
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