Irrevocable Trusts - Simplified

How confident are you in using irrevocable trusts? Are your clients comfortable permanently giving up control of their major assets to a trustee? This course will give you the skills and tools to harness the power of these vital estate planning tools. Demystify the purposes, structure, tax implications, and administration of irrevocable trusts. This session emphasizes practical applications, compliance with trust law, and recent developments. Learn to distinguish trust types, manage fiduciary obligations, and assess key drafting and tax considerations for irrevocable trust planning. Register today!

• Build a clear foundation to explain irrevocable trusts to clients.
• Identify the right trust type to meet each client’s planning goals.
• Avoid errors with proven tips for effective drafting and funding.
• Spot key tax issues and structure trusts for compliance and efficiency.
• Guide trustees in meeting their legal duties and avoiding liability.
• Stay current on case law and IRS trends affecting trust practice.