TRUSTS POTPOURRI (A Trust Buffet for Everyone’s Appetite)

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Discussion Leader: Leo J. Cushing, Esq., CPA, LL.M, Cushing & Dolan, PC and Todd E. Lutsky, Esq., LL.M, Cushing & Dolan, PC
Date/Time: Jun 7, 2022
8:30 am - 12:00 pm
Location: Zoom Live Video Conference

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Details:

In this program, we will cover the following:

  • Revocable v. Irrevocable Trusts
  • Nominee/Realty Trusts
  • Irrevocable Life Insurance Trusts
  • Intentionally Defective Irrevocable Grantor Trusts
  • GRATS and QPRTS
  • Irrevocable Income-Only Medicaid Trusts
  • Domestic Asset Protection Trusts
  • The role of Crummey Notices and the present interest exclusion
  • Simple Trusts
  • Complex Trusts
  • Grantor Trusts
Workforce Training Express Fund Course #1137391  Apply for a maximum 100% reimbursement: Express Program – Workforce Training Fund

Registration Form: 2022 Spring CPE Registration Form
CPE Credit Hours: 4