A Practical Guide to Trusts (C69449)

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Cancellation Policy

*Please note that this course is from a third-party vendor, ACPEN. We strongly recommend registering no later than 24 hours before the course begins.
Please contact Anne Taylor if you do not receive the event logistics via email at least 24 hours before the course begins: [email protected] or 1-877-602-9877.
Thank you.

If you register less than 20 minutes before the event your access to the event may be delayed.

Date(s):

07/17/2025

Registration Open:

12:00 AM - 9:00 AM

Time:

9:00 AM - 5:00 PM

Facility:

 Online

Meeting Type:

Courses

CPE Credit:

8.00

Field(s) Of Study:

Taxes (8.00)

Level of Knowledge:

Basic

Price:

Member: $345.00
Nonmember: $445.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

  • Identify the responsibilities and duties of trustees in trust administration.
  • Apply trust strategies to help clients avoid probate and efficiently transfer assets.
  • Analyze the tax implications of revocable living trusts, including income, gift, and estate tax considerations.
  • Explain the role of marital deductions and evaluate the use of bypass trusts.
  • Determine when irrevocable trusts are beneficial for estate planning.
  • Assess the advantages and limitations of irrevocable life insurance trusts.
  • Describe the characteristics and benefits of dynasty trusts in multi-generational wealth planning.
  • Evaluate the effectiveness of estate planning tools such as GRIT, GRAT, GRUT, and QPRT.

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Speaker(s)

Prerequisites

None