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

8:30 am–12:15 pm ET

# of CPE Credits



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

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.

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Also Available As

Tuesday, December 6, 2022 (8:30 am–12:15 pm ET) , Morrisville
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Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Taxes
Level: Advanced

Event Type:Webcast
NASBA Instructional Method:Group Internet Based
Event Code:W0024822

Registration Fees

RegistrationEarly BirdRegular
NCACPA MemberN/A$145.00
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