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Current Issues in Revocable Living Trusts - Webinar

  • ID: 3841864
  • Webinar
  • 90 Minutes
  • Lorman Business Center, Inc.
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Handle your clients’ estate planning needs with ease - learn the ins and outs of revocable living trusts.

Understanding how a revocable living trust works and benefits the Trustor’s during life and the Trustor’s family after the Trustor’s death will give you the background you need to provide quality legal representation to your clients to potentially save the family thousands of dollars by avoiding costly and time consuming probate administrations.

Learning to explain the nuances of the different joint trusts available for your married clients based upon their family circumstances, their assets, and/or their estate tax planning needs, will enable you to better serve their needs. Further, having the knowledge and documents you need to properly fund a revocable trust that you have drafted for your clients is as important as forming the trust itself. You will learn to explain the ‘big picture’ benefits of using a revocable living trust for complete and cost effective estate planning, giving your clients the opportunity to fulfill their desired responsibility for their loved ones.

Learning Objectives
  • You will be able to describe what the tax implications of funding a recoverable living trust during your lifetime are.
  • You will be able to identify how to fund a revocable living trust with real estate and other assets.
  • You will be able to discuss the benefits of a recovable living trust.
  • You will be able to explain what a revocable living trust is.
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What Is a Revocable Living Trust?
- Revocable Trust
- Irrevocable Trust

Why Use a Revocable Living Trust
- No Estate Plan
- Estate Plan Utilizing a Will
- Estate Plan Utilizing a Revocable Living Trust

Why Fund a Revocable Living Trust During Lifetime?
- Incapacity and Issues With Powers of Attorney
- Avoid Conservatorship Proceedings
- Ease of Post Death Proceedings
- No Tax Implications of Funding Trust During Lifetime

How Do You Fund a Revocable Trust With Real Estate?
- Issues Involving Mortgages
- Title Commitment
- Title Insurance
- Deeds
- Property Taxes
- Other Assets

Planning for Optimal Use of Estate Tax Exemptions With Revocable Trusts
- Current Estate and Gift Tax Exemptions
- Federal Portability Rules
- Use of Joint Continuation Trusts, Credit Shelter and QTIP Trusts
- Protective Trusts for Children and Grandchildren
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Kira S. Masteller, Lewitt, Hackman, Shapiro, Marshall & Harland, A Law Corporation
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, finance directors, business owners and managers, tax managers, financial planners and lenders.
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Order Online - visit: https://www.researchandmarkets.com/reports/3841864
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