Advanced Planning With Trusts 2024

This course will cover advanced techniques related to income, gift and estate tax planning using trusts, especially the use of irrevocable trusts.

Topics include creating irrevocable trusts without losing control over the assets placed into the trust by using trust protectors, retaining the ability to unwind the trust, and drafting irrevocable trusts that are defective for income and transfer tax purposes. Additionally, you’ll learn about the use of irrevocable trusts for state income tax planning (ING trusts), federal estate tax planning (focusing on IDGTs), asset protection (domestic and offshore trusts), using trusts to qualify for government benefits, international estate planning and pre-immigration tax planning.

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