98 Results for ‘restructuring-trusts-for-the-new-tax-law

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OnDemand Course: Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

Drafting an Irrevocable Trust to Protect VA and Medicaid Benefits

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...

OnDemand Course: Estate Planning Techniques Regarding Spousal Lifetime Access Trust

Estate Planning Techniques Regarding Spousal Lifetime Access Trust

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.

Available as OnDemand Course, MP3 Download

CLE credit available

Bookstore: Trust Administration in California: Funding the Trusts

Trust Administration in California: Funding the Trusts

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...

OnDemand Course: Managing Life Insurance in a Trust Setting

Managing Life Insurance in a Trust Setting

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...

OnDemand Course: Form 3520 Foreign Trust Reporting: Filing Deadlines, Requirements, and Liabilities

Form 3520 Foreign Trust Reporting: Filing Deadlines, Requirements, and Liabilities

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.

Available as OnDemand Course, MP3 Download

Enrolled Agents credit available

Bookstore: Trust Administration in California: Types of Trusts

Trust Administration in California: Types of 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.

OnDemand Course: Fundamentals of Beneficiary Defective Inheritor's Trust

Fundamentals of Beneficiary Defective Inheritor's Trust

Understand how to transfer business operations to future generations without overpaying the Internal Revenue Service using the Beneficiary Defective Inheritor Trust.

OnDemand Course: Fundamentals of Foreign Trust Taxation on Distributions to U.S. Beneficiaries

Fundamentals of Foreign Trust Taxation on Distributions to U.S. Beneficiaries

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...

Bookstore: Basics of Trust Administration in California on First Death

Basics of Trust Administration in California on First Death

Basics of Trust Administration in California on First Death Revocable Living Trusts – Administration and Termination 1. Basic Trust Administration – Outright distribution a.

OnDemand Course: IRS Form 1041-A: Reporting Trust Accumulation of Charitable Amounts and Deduction Requirements

IRS Form 1041-A: Reporting Trust Accumulation of Charitable Amounts and Deduction Requirements

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.

Available as OnDemand Course, MP3 Download

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