Trusts Used for Tax Reduction

$125.00

Clear
Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on February 16, 2021

Several different types of trusts provide unique opportunities to save money on taxes. This course will help you choose the most beneficial trust to preserve your client's wealth by describing the purposes and specific tax consequences behind various types of irrevocable trusts. Some advantages and disadvantages outside of tax considerations will also be covered. The process of properly funding a trust to avoid probate, such as changing asset titles and updating beneficiary designations, will be discussed as well.

Speaker Bio
1.5 General Credits
Course Agenda

Attorney Joseph W. BukowskiJoseph W. Bukowski
Joseph W. Bukowski is an associate in the Wealth Planning practice at Michael Best & Friedrich LLP. He counsels clients on matters involving wills, trusts, estates, powers of attorney, and marital property agreements. Mr. Bukowski also assists clients with tax planning, business succession planning, charitable planning, and other related considerations. Before joining the firm, Mr. Bukowski was an associate in the Trusts & Estates practice of a full-service Milwaukee law firm, where he previously worked as a summer associate and law clerk. He is the author of several articles and a presenter for the National Business Institute on topics regarding trusts and estate planning. He received his undergraduate degree in political science, summa cum laude, from Marquette University in 2015, and his Juris Doctor, magna cum laude, from Marquette University Law School in 2018. While attending Marquette University Law School, Mr. Bukowski served as a legal intern with the Internal Revenue Service and the Wisconsin Elections Commission. Additionally, he volunteered more than 120 hours of pro bono work to members of the community. Mr. Bukowski also participated in an international conflict resolution trip to Israel. Presently, Mr. Bukowski is a member of the Milwaukee Bar Association, the State Bar of Wisconsin, the Eagle Scout Networking Committee, the Saint Thomas More Lawyers Society, and serves as a commissioner on the Police and Fire Commission in South Milwaukee.

Contact Joseph W. Bukowski

1.5 General Credits

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state's rules. Please visit our State Requirements page for information regarding your state's CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, KY, MA, ME, MD, MI, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, PA, SC, SD, TN, VT, WA, WI, WV, PR

The following states are self apply. The attorney can apply for credit at no cost. We will provide documentation for them to apply:

CO, IA, NE

OH Attorneys please note: OH Supreme Court will not approve any course that was aired more than 12 months prior.

SC Attorneys please note: Registration must occur no later than 5 business days from the event date or course accreditation is not guaranteed.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney's primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

Read our full Reciprocity Provision here

Course Agenda

  1. Advantages and Disadvantages of Making Gifts in Trust
  2. Charitable Remainder Trusts
  3. Qualified Domestic Trusts
  4. Qualified Personal Residence Trusts
  5. Intentionally Defective Grantor Trusts
  6. Education Trusts for Children and Grandchildren
  7. Generation-Skipping Transfer Trusts
  8. Funding Trusts
Monday: 9am - 6pm ET
Tuesday: 9am - 6pm ET
Wednesday: 9am - 6pm ET
Thursday: 9am - 6pm ET
Friday: 9am - 4pm ET
Saturday/Sunday: Email Only
© 2021 ProLawCLE – A Continuing Legal Education Company
envelopephone-handsetmap-marker linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram