Advanced Planning with Trusts (November 1)
Presented by:
- Learn creative planning with irrevocable trusts, including amendments and terminations
- Understand issues common to working with trusts
- Know how to use the trust protector to retain control over trusts
- Get tax planning ideas for trusts, including state income tax, international tax, and estate tax
- See how to use trusts to protect assets from creditors
- Trusts covered include INGs, IDGTs, DAPTs, trigger trusts, and foreign trusts
Need information on this topic now? Click here to order the 2023 version and get access today.
| CPA | 2 Taxes |
| EA | 2 Federal Tax |
| CRTP (CTEC) | 2 Federal Tax |
| Attorney | 1.5 General MCLE/Tax Specialization |
| CFP® professional | 2 Hours |
Course level: Intermediate
General knowledge of estates and trusts is required.
Attendees of Spidell’s 2024 Trust Webinar Series are not eligible for this course.
CFP® professionals do not receive credit for the on-demand webinar version of this course.
Want more trust training? This course is part of Spidell’s Trust Webinar Series. Build your trust business with everything from basic to complex.
Webinar speaker:
Jacob Stein, Esq., is the managing partner at Aliant, LLP. He specializes in structuring international business transactions, complex U.S. and international tax planning, and asset protection planning. Jacob received his law degree from the University of Southern California and a Master of Laws in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist. Jacob is AV-rated (the highest possible rating) by Martindale-Hubbell, and has been named “A Super Lawyer” by Los Angeles Magazine and one of “America’s Most Honored Professionals 2016” by the American Registry.
Jacob is a frequent lecturer to various attorneys, CPAs, and other professional groups, and teaches over 50 seminars per year. For the past 10 years, Jacob has been an adjunct professor with the graduate tax program at California State University, Northridge.
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Cancellation Policy
Please contact our Customer Service department at (800) 277-2257 to cancel the webinar or switch to the on-demand version. No refunds will be issued after noon the day before the webinar.
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.
Webinar features:
- 2 hours of CPE for one attendee
- Access to recording to watch at your convenience
- PDFs of reference manual and PowerPoint slides
- Add CPE for only $50 per additional attendee. Please contact our customer service department to register for additional CPE at (800) 277-2257.
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Everything you need to know about Spidell webinars
Take advantage of the convenience of Spidell webinars and get the most practical tax CPE without leaving your office.
This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; the Certified Financial Planner Board of Standards; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. Spidell Publishing, LLC. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.
Spidell Publishing, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 2 Hour(s) of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method : Group Internet Based. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (800) 277-2257. General knowledge of estates and trusts is required.