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Course Name:
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ADVANCED TRUST ISSUES: A ROADMAP FOR SUCCESS IN AN INCREASINGLY COMPLEX AREA
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Course ID:
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1136767 |
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Provider Name:
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MASSACHUSETTS SOCIETY OF CPAS
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Approved for:
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Description:
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Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use? And how can the client be best protected? Highlights include key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls, Decanting Federal estate tax exemption and remaining relevance of trusts, irrevocable life insurance trusts, the role of family dynamics Choice of trustee and other fiduciaries, State trust-friendly considerations and charitable trusts. |
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Training Subtype:
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Basic Accounting
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Location:
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105 Chauncy Street
Boston, MA 02111
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Program Results In:
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Certificate
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Course Length:
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1 week(s)
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Average No. of Hours/Week:
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4 Hrs
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On-line Course Schedule:
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http://www.masscpas.org/cpe/152569mb:advanced-trust-issues-a-roadmap-for-success-in-an-increasingly
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Cost/Student:
Includes:
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$249.00
Tuition
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Flat Rate Course:
(The cost of this course is based on a flat fee, regardless of the number of employees attending the course)
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No
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Performance Summary
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Program Year (Most Recent):
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