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Getting Creative With Estate Planning

Learn how to create a pass of wealth from generation to generation without interfering with transfer taxes.

The estate planning process in today's hectic and fast-paced world has become largely impersonal. Practitioners tend to focus solely on financial rates of return and tax minimization strategies without any thought to the client's actual goals or objectives. Modern estate planning from a 'number only' perspective can be a major disservice to clients and their families. In many instances, it can make a client's true objectives to preserve wealth long-term more difficult to obtain. This material helps practitioners first understand client objectives and then presents unique tools and strategies to tailor and craft plans that reach those objectives over multiple generations. The content will specifically take a look at the Dynasty Trust as a vehicle to help preserve client wealth and communicate values over multiple generations.

Runtime: 103 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

How to Plan for Multiple Generations and Differing Family Dynamics

  • Defining Client Objectives
  • A New Look at Values Based Estate Planning
  • Preserving the Voice of the Testator/Grantor
  • Avoiding Scenarios of Undue Influence and Potential Future Litigation
  • The Importance of Lifetime Sub-Trusts for Heirs
  • Role of the Trust Protector

Getting Creative With Dynasty Trusts

  • Asset Protection Trusts as IDGTs
  • Family Banking Provisions in Investment-Driven Vehicles
  • Using Asset Protection Trusts That Actually Work
  • The Role of a Private Trust Company
  • Bifurcating Trustee Duties
  • Using Derivatives of Carry Interest for Fund Owners
  • Charitable Planning and the Dynasty Trust
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jeffrey D. Steed

Kirton McConkie PC

  • Member of Kirton McConkie’s Tax and International practice sections
  • Practice emphasizes a combination of tax, legal and financial strategies for both domestic and foreign clients
  • Advises an exclusive private clientele in regard to their estates, private businesses, trusts, and charities
  • Has participated as an expert witness in estate and trust controversy cases – including matters involving foreign trusts and trusts for foreign persons
  • Involved in sophisticated planning for private enterprise and charity -- including all aspects of entity formation, capitalization, planning, structure, and governance
  • Frequent speaker on topics involving areas of estate planning, cross-border finance, private enterprise, trusts, asset protection, nonprofits, foreign investment, and multi-jurisdictional practice
  • Recognized as one of Utah’s Legal Elite for estate planning and nonprofit and as a Mountain States Super Lawyer for estate planning and taxation
  • Adjunct law professor at the University of Utah, S.J. Quinney College of Law
  • J.D. degree, cum laude, University of Utah, S.J. Quinney College of Law; LL.M. degree, summa cum laude, Thomas Jefferson School of Law; B.A. degree, magna cum laude, Utah State University, Huntsman School of Business
  • Can be contacted at 801-328-3600 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400250
Published 2017
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