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Rules of Trust Administration in Louisiana - Webinar

  • ID: 3947497
  • Webinar
  • Region: Louisiana
  • 90 Minutes
  • Lorman Business Center, Inc.
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Successfully manage your clients’ trust creation and administration needs.

In many instances, the Settlor would like to provide who receives the principal if the initial principal beneficiary dies before the end of the trust. There are specific rules on how to do this. In this material, how this shifting may occur will be explained. We will specifically discuss the problems and what can be and what cannot be done.

Learning Objectives
  • You will be able to describe the procedures necessary to amend a trust.
  • You will be able to discuss the rules for determining when a Settlor has the ability to shift interest and principal.
  • You will be able to explain the accounts that are required to be prepared by the trustee.
  • You will be able to review what is involved in determining whether a revocable trust should elect to be taxed as an estate.
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Carl S. Goode, Seale & Ross PLC
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This webinar is designed for attorneys, accountants, CPAs, trust administrators, trust officers, bankers, financial planners, presidents, vice presidents, CFOs, controllers, tax managers and insurance professionals.
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