Objective
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- Advise individual clients on the benefits of using a trust to achieve their personal goals 

- Save clients money in their estate planning 

Highlights
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- 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 re-titling assets 

Designed For
Tax practitioners who advise clients on the benefits of establishing a trustPrerequisite
A basic understanding of simple trustsAdvanced Preparation
None