Converting Grantor Trusts to Non-Grantor Trusts: Tax Benefit Evaluation and Potential Pitf...
Switching Off Grantor Trust Features in Existing Trusts, Structuring Multiple Trusts to Pr...
February 14, 2023 • CLE, CPE, EA • Live Webinar
This program is included with the
Strafford CLE Pass.
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This program is included with the
Strafford CPE+ Pass.
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This CLE/CPE course will provide estate planning counsel with a thorough and practical guide to converting grantor trusts to nongrantor trusts and evaluating the potential tax benefits and disadvantages of such conversion. With the current environment's continued focus on income tax planning in conj...
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Trust Administration: Controlling, Protecting, and Distributing Trust Assets
Trustee Duties and Powers, Tax Issues, Advances to Beneficiaries, Fees, Expenses, Investme...
March 14, 2023 • CLE • Live Webinar
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This CLE course will provide trusts and estates counsel an in-depth analysis of key challenges in trust administration. The panel will discuss complex issues encountered by practitioners, dividing and distributing trust assets, tax planning and reporting challenges, and making final distributions. T...
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Estate Planning Strategies for QTIP Trust Assets: Navigating Estate and Gift Tax Rules and...
January 4, 2023 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE webinar will provide guidance to trusts and estates counsel on estate planning strategies for qualified terminable interest property (QTIP) trust assets under current tax law. The panel will discuss the requirements of QTIP trusts for optimum tax benefits, applicable gift and estate tax...
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Drafting IRA Beneficiary "See-Through" Trust Provisions
Meeting Complex IRS Rules to Qualify a Trust as a Conduit Trust or an Accumulation Trust
November 1, 2022 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel with detailed guidance on drafting "see-through" trusts that qualify as IRA beneficiaries under IRS regulations. The panel will explain provisions governing both "conduit trusts" and "accumulation trusts" and offer sample language for both tru...
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Structuring Special Needs Trusts as IRA Beneficiaries: Avoiding Tax Traps in Funding SNTs...
October 19, 2022 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planners with an advanced guide to drafting and structuring supplemental and special needs trusts (SNTs). The panel will focus on considerations such as setting up trusts to serve as beneficiaries of retirement accounts and drafting language and traps to avoid str...
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Structuring Trust Protector Provisions: Protectors' Powers and Duties, Trustee Oversight,...
Avoiding Unintentional Fiduciary Classification, Key Trust Provisions to Limit Disputes, N...
October 11, 2022 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel and advisers with a practical guide to structuring trust protectors and directing party provisions into a trust or estate plan. The panel will discuss the specific duties to assign to trust protectors and potential risks to both the trustor an...
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Beneficiary Deemed Owner Trusts Under IRC 678(a)(1): Using BDOTs for Income Tax Savings an...
Shifting Income Tax To Beneficiaries and Away From Fiduciaries, Preserving Deductions, and...
October 4, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This course will provide a comprehensive and practical guide to structuring a beneficiary deemed owner trust (BDOT). The panel will discuss the provisions of Section 678 in depth, detail the income tax benefits of granting beneficiaries' withdrawal rights over trust income but not principal, and dis...
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Structuring Private Family Trust Companies and SPEs for High Net Worth Individuals and Fam...
Evaluating Benefits and Risks, Ownership Structures, and State Law Considerations
August 2, 2022 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel and advisers with a practical guide to structuring private family trust companies (PFTCs) and special purpose entities (SPEs) for high net worth individuals and families. The panel will discuss the benefits and risks of PFTCs and other separate en...
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Mastering Fiduciary Accounting Income for Estate Planners and Administrators
Interpreting Operating Documents, Applying UPIA and State Law, Designing Distribution Stra...
July 19, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planners with a comprehensive and practical guide to navigating the complexities of fiduciary accounting income (FAI) for trusts and estates. The panel will focus on the impact of FAI on planners and estate administrators and will detail how to interpret essen...
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Structuring Incomplete Gift Non-Grantor Trusts: Key Provisions, Tax Planning, Trust Situs,...
July 12, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will guide estate planning counsel on using Nevada Incomplete-Gift Non-Grantor Trusts (NING) and Delaware Incomplete-Gift Non-Grantor Trusts (DING) to reduce or avoid state income taxes. The panel will discuss applicable federal tax rules and challenges, key provisions, and plann...
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Structuring IRA Trusts in Estate Planning to Comply With SECURE Act Rules
Modifying Trust Provisions, Minimizing Taxes and Preserving Assets, 10-Year Rule, Benefici...
July 6, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE course will prepare estate planning practitioners and tax advisers to identify key estate planning issues associated with IRA trusts under the SECURE Act. The panelist will outline the current SECURE Act's rules and requirements, the potential implications of SECURE Act 2.0, the asset prote...
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Community Property Rules in Estate Planning: Trusts and Third-Party Transactions
Transfers of Property to Avoid Community Property Issues, Partition Transactions and Fundi...
June 16, 2022 • CLE • CLE On-Demand, Download
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This CLE webinar will provide estate planners guidance on utilizing trusts and third-party transactions to avoid the application of community property laws. The panel will discuss types of trusts, recent court cases, powers of appointment, agreements for periodic partition and funding, and Crummey p...
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Post-Mortem Trust Planning, Modifications, and Allocations: Tax Elections Available to the...
Modifying Trusts Post-Mortem to Minimize Income Tax, Utilize Deferral Opportunities, and O...
May 26, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel with an advanced and practical guide to post-mortem planning, including trust modification and allocations. The panel will offer tools to help fiduciaries and trust administrators navigate post-mortem planning challenges and opportunities, inc...
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Revocable Trust Drafting: Funding Issues, Transfers, Tax Planning, Disposition of Personal...
May 10, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE webinar will provide estate planners a detailed analysis of key challenges and pitfalls to avoid when drafting revocable trusts. The panel will discuss the legal framework and key considerations for revocable trusts, pros and cons for grantors, funding the trust and key issues, transfer...
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Spousal Lifetime Access Trusts: Income, Gift, Estate, and GST Tax; State Limitations; Buil...
May 4, 2022 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will guide trusts and estates counsel on leveraging spousal lifetime access trusts (SLATs) in estate planning in light of the current and ever-changing tax law. The panel will discuss critical issues concerning income, gift, estate, and GST taxes, including pitfalls to avoid. The...
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Drafting Irrevocable Trusts: Flexibility Mechanisms, Retaining Access and Control, Distrib...
March 15, 2022 • CLE • CLE On-Demand, Download
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This CLE webinar will provide estate planners with a detailed analysis of key challenges and pitfalls to avoid when drafting irrevocable trusts. The panel will discuss the legal framework and critical considerations for irrevocable trusts, the pros and cons of trust protectors, beneficiary control a...
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Joint vs. Individual Trusts in Separate and Community Property States
Key Structuring Considerations, Identifying "Problem" Assets, Coordinating With Credit She...
March 8, 2022 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planners with a thorough and practical guide to overcoming the challenges of utilizing joint and individual trusts in separate property/common law states. The panel will outline when to use joint marital trusts (JMTs) instead of individual trusts and vice versa. T...
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Structuring Intentionally Defective Grantor Trusts Under Current Tax Law and the Impact of...
February 24, 2022 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide estate planners with a comprehensive and practical guide to critical considerations and pitfalls to avoid in structuring intentionally defective grantor trusts (IDGTs). The panel will discuss navigating the tax treatment and fiduciary requirements for defective trust...
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GRATs in Estate Planning Under Current Tax Law
Structuring Considerations, Income, Gift, Estate, and Generation-Skipping Transfer Tax Con...
February 22, 2022 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will offer a comprehensive guide to structuring grantor retained annuity trusts (GRATs) under current tax law. The panel will go beyond the basics to provide specific drafting tools to avoid potentially costly mistakes and maximize GRATs' benefits. The panel will discuss client c...
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Structuring Non-Grantor Trusts for Wealth Transfers and Income Tax Planning
February 8, 2022 • CLE • CLE On-Demand, Download
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This CLE webinar will guide trusts and estates attorneys on utilizing non-grantor trusts to transfer wealth and income tax planning. The panel will discuss the advantages and disadvantages of non-grantor trusts under current tax law and potential tax law changes, risks of toggling between grantor an...
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Pre-Transaction Planning for Trusts and Estates: Federal and State Tax Issues, Domicile, U...
December 14, 2021 • CLE • CLE On-Demand, Download
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This CLE webinar will provide trusts and estates counsel an in-depth analysis of pre-transaction planning strategies and pitfalls to avoid for estate planners. The panel will discuss key estate planning considerations before a liquidity event, business exit and transition, wealth planning structures...
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Discretionary Trust Distributions of Principal and Income: Avoiding Beneficiary Challenges...
December 7, 2021 • CLE • CLE On-Demand, Download
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This CLE course will provide trust planning counsel and fiduciary advisers with a thorough, practical guide to making discretionary distributions of principal or income from a discretionary trust. The panel will discuss liability risks involved for trustees making these distributions, review appropr...
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Drafting IRA Beneficiary "See-Through" Trust Provisions
Meeting Complex IRS Rules to Qualify a Trust as a Conduit Trust or an Accumulation Trust
October 26, 2021 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel with detailed guidance on drafting "see-through" trusts that qualify as IRA beneficiaries under IRS regulations. The panel will explain provisions governing both "conduit trusts" and "accumulation trusts" and offer sample language for both trusts...
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Modifying Irrevocable Trusts Using Nonjudicial Settlement Agreements
Structuring NJSA Wrappers, Relocating Trust Situs, Resolving Disputes, Remedying Trust Con...
October 7, 2021 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planners with a comprehensive and practical guide to structuring nonjudicial settlement agreements (NJSAs) as a tool for modifying irrevocable trusts in states that have adopted the Uniform Trust Code or have NJSA statutes. The panel will discuss what modification...
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Trust Dispositions of IRAs and Qualified Plans: Conduit vs. Accumulation Trusts, SECURE Ac...
October 5, 2021 • CLE • CLE On-Demand, Download
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The CLE course will provide estate planning professionals with a thorough and practical guide to clients' planning and structuring considerations with qualified retirement plans. The panelist will address the specific planning issues involving pre-mortem allocation and post-mortem disposition provis...
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Breach of Fiduciary Duty Claims Against Trustees/Managers of Closely-Held Businesses
July 22, 2021 • CLE • CLE On-Demand, Download
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This CLE course will guide estate planning counsel, fiduciary advisers, and litigators in pursuing and defending breach of fiduciary duty claims against trustees whose trusts have significant or controlling interests in closely-held businesses. These circumstances often arise after the death of a pr...
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Charitable Remainder Trusts: Income Tax, Inherited IRAs, Key Considerations for Trust and...
Mechanics of CRTs Under Current Tax Law, Deduction of Interest, Estate Tax Impact, CRAT, C...
July 20, 2021 • CLE • CLE On-Demand, Download
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This CLE course will provide trust and estates counsel guidance on utilizing charitable remainder trusts (CRTs) for income tax and estate planning. The panel will discuss the mechanics of CRTs under current tax law, deduction of the charitable remainder interest, impact on the estate tax, and key ch...
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Structuring Preferred Partnership Freezes in Estate Planning: Chapter 14 Valuation Rules,...
June 22, 2021 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planners, advisers, and tax counsel with a comprehensive exploration into the planning and structuring challenges and tax benefits of "freeze partnerships" as a tool for inter-generational wealth transfer. I will discuss how to determine when freeze partnerships a...
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Estate Planning With Foreign Trusts and U.S. Beneficiaries: Tax Issues, Residency, Foreign...
March 30, 2021 • CLE • CLE On-Demand, Download
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This CLE course will guide estate planners on overcoming the challenges of foreign trusts with U.S. beneficiaries in estate planning. The panel will discuss complex tax rules and reporting obligations, entity and residency classification rules, and qualifying nonresident alien (NRA) grantors as tax...
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Disclaimer Trusts and Estate Planning: Drafting Disclaimers, Clayton QTIPs and OBITs to Ov...
February 23, 2021 • CLE • CLE On-Demand, Download
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This CLE course will provide a comprehensive guide to both planning opportunities and post-mortem "fixes" through the proactive use of qualified disclaimers. The panel will offer suggestions for structuring joint accounts, beneficiary designations, disclaimer funded bypass or optimal basis increase...
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U.S. Real Estate and Other Private Use Assets Held by Non-Resident Aliens in the United St...
Tax Rules, Succession Planning, CFCs, Alternatives
November 5, 2020 • CLE • CLE On-Demand, Download
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This CLE course will provide trust and estate attorneys guidance on tax issues and planning techniques for non-U.S. trusts holding U.S. equities. The panel will discuss challenges of non-U.S. trust structures, critical tax provisions, succession planning, and implications of controlled foreign corpo...
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Utilizing Lifetime QTIP Trusts in Estate Planning: Tax Issues, State Limitations, Key Prov...
October 29, 2020 • CLE • CLE On-Demand, Download
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This CLE course will provide guidance to trusts and estates counsel on utilizing lifetime qualified terminable interest property (QTIP) trusts in estate planning under current tax law. The panel will discuss critical issues and pitfalls to avoid in relation to income, gift, estate and GST taxes, sta...
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Foreign Trust Transition Planning: Distributions to Beneficiaries, Trust Restructuring, Re...
Grantor to Nongrantor Trust Tax Implications, DNI, Accumulation of Trust Income, Throwback...
October 13, 2020 • CLE • CLE On-Demand, Download
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This CLE course will provide guidance to estate planners on overcoming the challenges of foreign trust transition planning. The panel will discuss complex tax rules and reporting obligations, the pros and cons of foreign grantor vs. nongrantor trusts, distributions to U.S. and foreign beneficiaries,...
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Estate Planning With Grantor Trusts: Leveraging GRATs and IDGTs to Minimize Taxes, Preserv...
October 7, 2020 • CLE • CLE On-Demand, Download
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This CLE course will guide estate planning counsel on the use of grantor trusts in the new, income tax focused planning environment. Our experienced panelists will outline the benefits to clients of using grantor trusts, explain practical drafting and structuring techniques for grantor retained annu...
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S Corp Issues for Trusts and Estates: Qualified Shareholders, Key Tax Rules, Multiple Trus...
July 1, 2020 • CLE • CLE On-Demand, Download
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This CLE course will provide trusts and estates counsel guidance on critical issues relating to S corporations in estate planning. The panel will discuss principal tax rules relating to S corporations that significantly impact estate planning and offer techniques for the use of multiple grantor trus...
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Avoiding the High Income Taxes on Accumulation Trusts Resulting from SECURE Act Distributi...
Critical Drafting Provisions and Sample Forms, Sec. 678, Sec. 2514(e), New Designated Bene...
June 2, 2020 • CLE • CLE On-Demand, Download
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This CLE course will be an in-depth analysis of critical techniques for avoiding high income taxes on accumulation trusts. Estate planning authority James G. Blase will provide a detailed discussion of drafting solutions for Section 678 withdrawal powers, trust income that exceeds Section 2514(e) li...
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Directed Trusts in Estate Planning: New State Law Changes, Critical Structuring Issues, Ad...
May 12, 2020 • CLE • CLE On-Demand, Download
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This CLE course will provide an in-depth analysis of critical issues in using and structuring directed trusts in estate planning and advising fiduciaries on potential legal implications. The panel will discuss key considerations in determining when a directed trust is appropriate, critical provision...
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Estate and Trust Fiduciary Litigation: Minimizing and Defending Breach of Duty Claims
Navigating Causes of Action; Leveraging Waivers, Investment Duty Exceptions, Standing and...
February 27, 2020 • CLE • CLE On-Demand, Download
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This CLE course will guide estate planning counsel on minimizing and defending breach of fiduciary duty claims when administering trusts and estates. The experienced panelists will discuss the most contentious breach of duty claims and effective defenses and techniques to reduce the possibility of a...
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Converting to Nongrantor Trusts to Minimize Income Tax: Maximizing Increased Exemption Ben...
Switching Off Grantor Trust Features in Existing Trusts, Structuring Multiple Trusts to Pr...
February 4, 2020 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel with a thorough and practical guide to using nongrantor trusts to minimize income tax on trust assets. The panel will focus on the new tax regime where income tax planning is often more important than estate tax planning, detailing the difference...
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Restructuring Existing Trusts to Work Under New Tax Law
Key Tax Reform Provisions Affecting Trusts, QBI Thresholds, and Allocations; Managing the...
December 3, 2019 • CLE • CLE On-Demand, Download
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This CLE course will guide trust and estate counsel on key considerations in modifying and restructuring trusts in light of the new tax law. The panel will discuss the impact of tax reform on existing trusts, critical trust provisions, necessary changes to minimize tax liability, qualifying trusts f...
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Qualified Opportunity Zones: Trust and Estate Planning Considerations and Advanced Techniq...
Tax Issues, Planning With Expanded Exemptions, Deferral of Gain Through Reinvestment, Usin...
November 26, 2019 • CLE • CLE On-Demand, Download
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This CLE course will provide trust and estate counsel an in-depth analysis of planning techniques and opportunities with qualified opportunity zones (QOZs). The panel will discuss critical considerations for trust and estate planning with QOZs such as critical tax issues and methods to overcome them...
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Distribution Planning for IRA Beneficiary Trusts: Navigating RMD Rules to Maximize Stretch...
Avoiding Errors in Measuring Life Calculations, Using Payouts and Disclaimers, and Separat...
November 19, 2019 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel and fiduciary tax advisers with practical guidance in navigating the rules governing distributions from IRAs where the beneficiary is a qualified trust. The panel will outline the required minimum distribution (RMD) rules for inherited IRAs, discu...
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Estate Planning With S Corp Trusts After Tax Reform: QSSTs, ESBTs, and the 20% QBI Deducti...
Navigating Tax Reform Changes and Pass-Through Income Deductions
November 5, 2019 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel and advisers with a practical guide to the estate planning opportunities in using S corporation (S-corp) trusts particularly in light of the 20% pass-through Qualified Business Income (QBI) deduction for pass-through entities. The panelist will de...
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SCOTUS Kaestner Ruling on State Trust Income Taxation: Key Considerations for Trusts and E...
In-Depth Case Analysis, Income Tax Challenges for Nonresident Trusts, Planning Techniques
October 1, 2019 • CLE • CLE On-Demand, Download
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This CLE course will provide trust and estate counsel with a detailed analysis of the U.S. Supreme Court's ruling in North Carolina Dept. of Revenue v. Kaestner 1992 Family Trust and its impact on trusts and estate planning. The panel will discuss key points of interest in the Court's decision, allo...
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Estate Planning for Wealthy Clients After Tax Reform: Basis Adjustments, State Tax Issues,...
August 29, 2019 • CLE • CLE On-Demand, Download
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This CLE course will provide estate and tax counsel guidance on advanced planning techniques for wealthy individuals and families. The panel will dig deep with an analysis of mechanisms and critical considerations for basis adjustments, avoiding state inheritance tax issues, upstream gifts, reassess...
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Avoiding Foreign Trust Throwback Tax on Distributions to U.S. Beneficiaries From Undistrib...
DNI and UNI Rules, Structuring Foreign Subtrusts, and Strategies to Defer Accumulation Tax
June 4, 2019 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planners and fiduciary advisers with a practical guide to navigating "the throwback tax" on distributions from foreign trusts to U.S. beneficiaries. The panel will define undistributed net income (UNI), detail the reclassification process, and offer specifics on a...
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Estate Planning for Regulated Assets: Cryptocurrency, Digital and Other Unusual Assets
Fiduciary Responsibilities, Plan Considerations and Administration of Trusts Holding Regul...
March 19, 2019 • CLE • CLE On-Demand, Download
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This CLE course will guide estate planning counsel and advisers on challenges relating to the planning and administration of unique assets, specifically cryptocurrency and digital information. The panel will provide an analysis of the fiduciary responsibilities, legal obstacles, key plan considerati...
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GST Trust Administration Challenges: Post Mortem Strategies to Minimize Generation Skippin...
Changing Exemption Allocations, Severing GST Trusts, Investment Strategies in Exempt and N...
August 22, 2018 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel and fiduciaries with a practical guide to meeting the challenges of administering a generation-skipping transfer trust. The panel will discuss critical issues related to calculating the generation-skipping transfer tax inclusion ratio and thos...
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Modifying Irrevocable Trusts: Changing the Unchangeable?
Navigating Modification Methods, Governing Law, Consent Requirements, and Tax Consideratio...
June 6, 2018 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel with practical techniques to modify an irrevocable trust. The panel will describe the various modification methods, including decanting, construction, reformation, division and amendment. The program will also address potential state law issues an...
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Trustee Removal Actions: Drafting Trust Provisions to Define and Limit Power to Remove Tru...
May 16, 2018 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel and fiduciary advisers with a thorough, practical guide to the process and challenges of removing a trustee from an irrevocable trust. The panel will discuss structuring considerations for trust drafters to outline the circumstances under which a...
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Structuring Directed Trust Provisions: Granting Powers to Non-Trustees Under Uniform Direc...
Bifurcating Trust Duties, Applying Fiduciary Rules to Trust Directors, Protecting Benefici...
May 8, 2018 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel and advisers with a practical guide to structuring special or "directed" trusts that grant power over a trust to a person who is not a trustee. The panel will discuss the specific challenges and opportunities in assigning duties between direct...
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Structuring Sprinkle Trusts to Minimize Income Tax Consequences to Trust and Beneficiaries
Discretionary Distribution Strategies to Reduce Income Tax and Avoid Challenges to Trustee...
March 22, 2018 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel with guidance for designing income tax minimization strategies using sprinkle/spray trusts and other distribution mechanisms to shift tax burdens from higher to lower taxed beneficiaries. The panel will go beyond the basics to demonstrate stru...
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Grantor Retained Annuity Trusts: Tax-Efficient Estate Planning Techniques
Leveraging GRATs to Preserve and Transfer Assets
March 14, 2018 • CLE • CLE On-Demand, Download
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This CLE course will prepare estate planning attorneys to identify estate planning opportunities in grantor retained annuity trusts (GRATs). The panel will outline how to structure GRATs and teach skills for evaluating various tax impacts of GRATs as tax and investment planning vehicles.
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529 Plans in Estate Planning After Tax Reform: Qualified Expenses, Education Trusts and Di...
February 28, 2018 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel with an updated guide to the estate planning opportunities found in Sec. 529 college savings plans in light of tax reform provisions which have expanded the scope of expenditures eligible under the plan. The panel will detail the specific chan...
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Grantor Trusts After Divorce: Tax Reform, Fiduciary Challenges, and Minimizing Tax for Tru...
Gift Tax Exemption on Divorce Transfers, Grantor Trust Rules, Gift-Splitting and Income Ta...
February 14, 2018 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planners and fiduciary advisers with a practical, post-tax reform, guide to administering a grantor trust after the grantor's divorce. The panel will describe adverse income tax consequences due to inadequate drafting of the trust, detail corrections and criti...
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Avoiding Crummey Power Mistakes in Drafting Trust Documents
Protecting Against IRS Challenges to Gifts to Irrevocable Trusts
January 31, 2018 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide counsel with a detailed review of best practices in drafting and maintaining Crummey provisions in trust documents. The panel will discuss the key language that must be included in all trusts that utilize Crummey "present interest" withdrawal provisions to qualify fo...
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Trust and Probate Challenges: Minimizing and Litigating Claims of Undue Influence, Fraud,...
Overcoming Evidentiary Hurdles With Medical Records, Documentation, Experts and Other Witn...
January 18, 2018 • CLE • CLE On-Demand, Download
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This CLE course will prepare estate planning counsel to litigate challenges to the will or trust documents. Our panelists will discuss the substantive bases for challenging wills and trusts, differing procedural requirements, and handling difficult evidentiary issues.
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IRC 645 Election: Estate Planning for Qualified Revocable Trusts in Taxable Estates
Deferral Opportunities, Active Participation Rules and Separate Share Rule Considerations
January 16, 2018 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel and advisers with a comprehensive guide to the tax planning opportunities and hazards with making a Section 645 election to treat qualified revocable trusts (QRTs) as estates. The panel will discuss the advantages of electing estate treatment...
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GST Inclusion Ratios and Applicable Fractions for Estate Planners: Rules, Exceptions and T...
November 7, 2017 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE course will provide estate planning counsel and advisers with a thorough and practical exploration to the computation of the generation-skipping transfer tax inclusion ratio. Inadvertent seemed allocations can cause a Trust to stray from the ideal of an inclusion ratio of zero or one. Under...
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Mitigating Successor Trustee Liability for Prior Fiduciary Breach: Trust Structure and Adm...
October 31, 2017 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel and fiduciary advisers with a thorough and practical guide to protecting successor trustees from liability for breach of fiduciary duty by a preceding trustee or executor. The panel will describe the general rules binding successor trustees and de...
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Trusts Serving as Grantors to Other Trusts: Drafting Multi-Trust Structures for Optimal Ta...
Essential language in Grantor and Grantee Trusts
October 3, 2017 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planners with a practical guide to the tax consequences of structuring trusts that own other trusts. The panel will discuss critical drafting language in both the grantor and grantee trust, and outline potential tax saving opportunities and risks in multi-trus...
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Separate Share Rule Considerations in Structuring IRA Trusts
Ensuring Beneficial "Stretch" Treatment for Beneficiaries of IRA See-Through Trusts Throug...
August 29, 2017 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel with a thorough and practical guide to the separate share rule requirements and calculations as they apply to IRA beneficiary trusts. The panel will detail the specific requirements for designating separate shares in trust documents, outline v...
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Structuring QDOTs for Non-Citizen and Nonresident Spouses: Deferring Tax Through Qualified...
Overcoming Unfavorable Exemption Rules for Non-U.S. Spouses, Utilizing Portability, and Ma...
May 9, 2017 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel advisers with a thorough and practical guide to the rules and structuring considerations to drafting qualified domestic trusts (QDOTs) for U.S. taxpayers with nonresident alien ("NRA") spouses. The panel will offer specific guidance on when to...
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Structuring Trust Powers of Appointment for Tax Minimization and Asset Protection
Utilizing Optimal Basis Increase Trusts, Navigating the Uniform Power of Appointment Act,...
April 27, 2017 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel with a thorough and practical guide to structuring powers of appointment and their exercise in trust documents and wills. The panel will go beyond the basics to offer specific drafting tools to ensure that powers of appointment do not result in in...
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Revocable Grantor Trusts and IDGTs After the Death of the Trustor: Avoiding Gain Triggers,...
Structuring Trust Documents to Avoid Post-Mortem Income Tax Issues
February 14, 2017 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will provide estate planners with a comprehensive and practical guide to navigating the proper tax treatment and fiduciary requirements for defective trusts upon the death of the trustor. The panel will discuss income allocation rules, post-mortem asset transfer strategies, and t...
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Offshore Asset Protection Trusts: Structuring Foreign Trusts as Part of an Integrated Esta...
Underlying Concepts, Selecting Situs and Trustee, Arbitraging Competing Legal Systems, Det...
October 25, 2016 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planners with a comprehensive guide to drafting offshore asset protection trusts as part of an integrated estate plan. Barry Engel will discuss the key practical concerns of structuring offshore trusts, such as choice of trust situs, powers that rest with the trus...
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Structuring GRATs: Maximizing Estate Freeze Benefits, Avoiding Costly Errors With Specific...
September 6, 2016 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will offer a comprehensive and practical guide to the structuring of Grantor Retained Annuity Trusts (GRATs). The panel will go beyond the basics to provide specific drafting tools to avoid potentially costly mistakes and maximize the estate freeze benefits of GRATs. The panel wi...
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Selecting Trustees and Structuring Trustee Powers: Guidance for Estate Planners on Tax and...
December 3, 2015 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will explain key tax and non-tax issues estate planning counsel must consider in advising clients on trustee selection. The panel will review the trustee's legal and fiduciary duties, explore the optimal qualities a trustee should possess, and discuss the estate, gift and income...
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Estate Planning With Marital Trusts Post-ATRA: Optimizing Basis Step-Up and Leveraging AB...
September 30, 2015 • CLE, CPE • CLE On-Demand, Download
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This CLE/CPE course will provide estate planning counsel with strategies for using marital trusts to maximize tax benefits, as well as to control and protect assets. The panel will discuss the use of AB trusts post-ATRA and explain how to structure trusts to maximize estate and income tax benefits a...
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NING and DING Trusts in Estate Planning: Designing ING Trusts to Avoid State Income Tax an...
Effective Drafting of Incomplete Gift Non-Grantor Trusts, Jurisdictional Differences, IRS...
August 11, 2015 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will guide estate planning counsel on the use of NING and DING trusts to reduce or avoid state income taxes. The panel will discuss the implications of IRS private letter rulings (PLRs) and the differences among jurisdictions which allow for incomplete gift non-grantor trusts.
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Trust Protectors in Estate Planning: Benefits and Legal Risks
Evaluating the Use, Selection, and Powers of Trust Protectors in States With and Without T...
June 9, 2015 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning practitioners with a review of the benefits and risks of incorporating trust protectors and directing parties into estate plans. The panel will discuss how counsel can use trust protectors, drafting considerations, powers and duties, and jurisdictional di...
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Estate Planning and the Fiduciary Exception to Attorney-Client Privilege
Protecting Estate Counsel's Advice to Trustees Amid Conflicting Court Rulings
May 26, 2015 • CLE • CLE On-Demand, Download
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This CLE course will provide guidance to estate planning counsel on whether and to what extent the fiduciary exception to attorney-client privilege applies to their communications with trustees. The panel will examine recent court rulings on the fiduciary exception and explain best practices for pre...
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Structuring Joint Exempt Step-Up Trusts: Evolving Tool to Maximize Step Up in Basis
Leveraging Opportunities, Navigating Complexities, and Preserving the Estate Tax Exemption...
March 24, 2015 • CLE, CPE, EA • CLE On-Demand, Download
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This CLE/CPE course will prepare estate planning counsel to use an estate planning tool specifically for estate tax exemption and income tax basis step-up preservation. Our experienced panelists will outline practical drafting techniques and explain ambiguities and risks in taking advantage of stepp...
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IRA Beneficiary Trusts and Post-Death Administration: Strategies and Tools for Implementat...
Navigating RMD Issues, Income Tax and Asset Protection Elections, Establishing Sub-Share T...
March 26, 2014 • CLE • CLE On-Demand, Download
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This CLE course will focus on best practices in administering IRA beneficiary trusts. The panel will discuss ways to measure lives for required minimum distributions (RMDs), coordinate with trustees regarding estate tax related issues and with IRA custodians for payout of RMDs, establish beneficiary...
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Drafting Irrevocable Silent Trusts: Preserving Privacy of Trust Assets from Spendthrift Be...
Balancing Fiduciary Duties, Selecting Trust Situs and Type, Protecting Trust Assets, and M...
February 25, 2014 • CLE • CLE On-Demand, Download
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This CLE course will educate estate planning counsel on structuring irrevocable silent trusts. You will hear from experienced panelists as they discuss types of silent trusts, trust situs and the delicate balance between secrecy and fiduciary duties to the beneficiaries of the trust.
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Trust Structuring After the American Taxpayer Relief Act
Minimizing Net Investment Income, AMT and Capital Gains Taxes and Determining Investments
September 18, 2013 • CLE • CLE On-Demand, Download
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This CLE course will prepare counsel to handle the myriad of tax rule changes under the American Taxpayer Relief Act (ATRA) that impact trusts. The panel will highlight trust planning implications in light of the higher tax rate, issues surrounding long-term capital gains and qualified dividends tax...
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Trust Situs for Dynasty Trusts and DAPTs: Key Differences Among Top-Tier States
Selecting the Best Situs Among Nevada, Delaware, Alaska, South Dakota, Ohio, Tennessee and...
August 8, 2013 • CLE • CLE On-Demand, Download
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This CLE course will provide counsel with an understanding of the key differences and variables among leading dynasty trust and domestic asset protection trust (DAPT) jurisdictions. The panel will outline what to consider when advising clients on the most appropriate jurisdiction in which to domicil...
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Incomplete Gift Non-Grantor Trusts: Latest Developments and Private Letter Rulings
Leveraging DINGs Into NINGs for Savings in High State Tax Rate Jurisdictions
July 24, 2013 • CLE, CPE • CLE On-Demand, Download
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This teleconference will focus on the benefits of NINGs as a state tax savings vehicle, and discuss the implications of the recent private letter rulings (PLR), how they differ from DINGs, and navigating the differences between jurisdictions which allow for incomplete gift non-grantor trusts.
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Domestic Asset Protection Trusts: Key Strategies for 2013
Leveraging DAPTs, Combining with Double LLCs, Navigating Jurisdictional Differences, and U...
May 29, 2013 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning counsel a review of the benefits of domestic asset protection trusts (DAPTs) as an asset protection vehicle. The panel will discuss combining DAPTs with two LLCs, navigate the differences between jurisdictions, identify Tier 1 DAPT states, and analyze the...
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Intentionally Defective Grantor Trusts
Funding and Structuring Sales to Transfer Assets, Retain Control and Reduce Estate Taxes
March 6, 2013 • CLE • CLE On-Demand, Download
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This CLE course will prepare estate planning practitioners to identify and effectively create estate planning opportunities through IDGTs and explain why some of those opportunities may soon vanish. The panel will outline how to structure IDGTs with an emphasis on the key steps in the planning and d...
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Generation-Skipping Trusts in Estate Planning
Crafting Dynasty Trusts for Tax Savings, Providing Income to Future Family Generations and...
June 19, 2012 • CLE • CLE On-Demand, Download
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This CLE course will prepare estate planning attorneys to identify estate planning opportunities associated with generation-skipping trusts. The panel will outline the asset protection and tax savings benefits, how to structure and fund the trust, and identify provisions to consider.
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Leveraging Special Needs Trusts to Obtain Public Benefits
Crafting First Party, Third Party, and Pooled Special Needs Trusts
May 15, 2012 • CLE • CLE On-Demand, Download
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This CLE course will provide estate planning attorneys with a practical guide to selecting the appropriate type of special needs trust (SNT) and structuring the SNT to avoid jeopardizing public benefit eligibility. The panel will highlight key issues to consider in the administration of these trusts...
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Directed Trusts
Structuring Trusts, Bifurcating Functions and Converting Existing Trusts Into Directed Tru...
March 27, 2012 • CLE • CLE On-Demand, Download
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This CLE course will prepare estate planning counsel to identify opportunities for directed trusts from the perspective of the estate planning attorney and trustee. The panel will outline ways to structure and craft directed trusts, bifurcate functions and convert an existing trust to a directed tru...
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Trust Administration: Challenges and Best Practices
Managing Fiduciary Powers and Duties; Controlling, Protecting and Distributing Trust Asset...
February 7, 2012 • CLE • CLE On-Demand, Download
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This CLE course will prepare trust and estate practitioners to overcome common challenges in trust administration. The panel will identify best practices for managing trustee duties and powers, and drill down into controlling, protecting, dividing and distributing trust assets and disbursing fees an...
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