Creative Cutting Edge Trust Planning Strategies

Accreditation Wreath Icon AL
SKU: EST8500
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The concern over future changes to the tax code, combined with the recent changes made in the Jobs Cut Tax Act and developments such as the Wacker case and its impact on self-settled trusts have impacted trust planning across the income spectrum. This CLE course will review planning techniques, from the creative and cutting-edge to the straightforward and standard, that will help you better serve your clients in the current environment. The uses of non-grantor trusts for income tax and other benefits as well as ING trusts and variants, self-settled trusts and other related issues will all be discussed.
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