Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area


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?


* Advise individual clients on the benefits of using a trust to achieve their personal goals * Save clients money in their estate planning


* 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 * Charitable trusts * Delaware Statutory Trusts * Powers of attorney * Pet Trusts: the emerging necessities * State, county, and local issues * Portability * QTIP issues * Creditor considerations * Potential IRA problems * Problems with retitling assets

Who Should Attend

Tax practitioners who advise clients on the benefits of establishing a trust

Required Knowledge

A basic understanding of simple trusts

Advanced Prep


Event Speaker(s)

Dennis Riley ( ),

Additional Event Information

Check-in for all in-person events begins one hour prior to event start time. Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

Also Available As

2022-12-06 08:30:002022-12-06 12:15:00 ET)
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Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Taxes
Level: Advanced

Event Type:Seminar
NASBA Instructional Method:Group Live
Event Code:S0001122

Registration Fees

Early Bird Rate expires November 23, 2022

RegistrationEarly BirdRegular
NCACPA Member$145.00$170.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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