Advanced Planning with Trusts

Course Demo. No credit provided in demo mode.


Credit Hours:
CA - General: 1.0 Credits
IL - General: 1.0 Credits
FL - General: 1.0 Credits
NY - General: 1.0 Credits
TX - General: 1.0 Credits
OH - Self Study: 1.0 Credits
GA - Self Study: 1.0 Credits
NH - General: 1.0 Credits
CT - General: 1.0 Credits
NJ - General: 1.2 Credits
TN - General: 1.03 Credits
AZ - General: 1.0 Credits
MO - Self Study: 1.2 Credits
IN - Distance Education: 1.0 Credits

Running Time: 1 Hours, 2 Minutes
Faculty: Jacob Stein, Esq -

Course Description

Attorney Jacob Stein offers an in-depth review of trusts in general, specific types of trusts and when and how each may be appropriate. He defines a "Trust" as a private agreement between two people, and the roles of the settlor, trustee and beneficiaries. He then focuses on irrevocable trusts and necessary special considerations, use of trusts in advanced tax planning, defective grantor trusts, asset protection generally, how to best structure asset protection trusts, self-settled trusts and foreign protection trusts. Both in the general overview of trusts within our legal system and in the specific considerations necessary to evaluate different types of trusts, this program provides attorneys with information on trusts which can be of enormous value, both to themselves and to their clients.