| Discussion Leader: | Luke C. Bean, Esq., Partner, Rico, Murphy, Diamond & Bean LLP | |
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| Date/Time: | Jun 12, 2024 8:30 am - 12:00 pm |
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| Location: |
Zoom Live Video Conference , |
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| Details: | Irrevocable trusts are often misunderstood. Despite the constant talk about their uses and applications, few practitioners really understand the potential power and application of these estate planning, asset protection planning, tax planning, special needs planning, elder care planning, and charitable planning tools. Join Luke for an interactive discussion and overview of the most utilized irrevocable trusts and their potential uses, purposes and tax consequences. Seminar Objectives: Gain a thorough understanding of the fundamentals of irrevocable trusts. Explore the various types of irrevocable trusts and their unique features. Learn about the tax implications associated with irrevocable trusts and effective strategies for minimizing tax liabilities. Understand the role of irrevocable trusts in estate planning and asset protection. Acquire practical insights and best practices for advising clients on the establishment and administration of irrevocable trusts.
Registration Form: 2024 Spring CPE Registration Form |
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| CPE Credit Hours: | 4 |