The Use of Trusts in Modern Estate Planning

$125.00

Clear
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Course Description

This program was recorded on April 20, 2021

With recent changes made to estate tax exemptions, many commentators claim that trusts are simply no longer useful -- that they present additional income tax and compliance costs that outweigh its negligible advantage. To the contrary, trusts have always and still remain one of the most powerful planning tools in the estate planners' arsenal. This presentation will provide a powerful argument in favor of the modern beneficiary-controlled asset protection trusts and provide design and drafting suggestions.

Speaker Bio
1.5 General Credits
Course Agenda

John R. Bedosky
John R. Bedosky is a partner in Hinman, Howard & Kattell’s Trusts, Estates, and Wealth Planning Practice Group. John has extensive experience in a variety of estate planning matters including business succession planning; family wealth accumulation, preservation and transfer planning; estate and trust administration; fiduciary litigation; and related taxation matters.

John’s clients include businesses, families, and individuals. He works closely with those clients to devise and develop plans to protect their assets and family wealth and ensure seamless transitions between multiple generations. He also assists clients with tax planning strategies and compliance.

Contact John R. Bedosky

1.5 General Credits

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Course Agenda

  1. The real purpose of estate planning
  2. The 4 tax systems implicated in the use of trusts
  3. History of estate and other transfer taxes and recent developments
  4. Traditional versus modern trusts
  5. Recent developments in non-tax trust laws
  6. The beneficiary-controlled asset protection trust
  7. Self-settled asset protection trusts
  8. Choosing trustees, protectors and advisors
  9. Planning, design and drafting suggestions
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Tuesday: 9am - 6pm ET
Wednesday: 9am - 6pm ET
Thursday: 9am - 6pm ET
Friday: 9am - 4pm ET
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