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Qualified Personal Residence Trusts: Techniques and Considerations

Understand the different types of residence trusts and the processes in which you would use each one.

Many practitioners are perplexed by residence trusts and when they may be helpful for their clients. This topic helps estate planners to determine the different types of residence trusts, taxes affecting those trusts, and ways to plan for reduced estate tax using residence trusts.

89 minutes
Certificate of Completion
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Why Lorman?

Over 34 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

Overview of Residence Trusts

  • Types of Residence Trusts
  • Personal Residence Trusts
  • Qualified Personal Residence Trusts

Requirements of Residence Trusts

  • Type of Interest in Property
  • Dealing With Mortgages in Residence Trusts
  • Sale of Trust Assets

Taxes and the Residence Trust

  • Income Taxes
  • Estate and Gift Taxes
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More Program Information

Why Lorman?

Over 34 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 Course

This course was last revised on September 19, 2018.

Call 1-866-352-9540 for further credit information.

No Credit Available

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

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Why Lorman?

Over 34 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

Joshua R. Driskell

Joshua R. Driskell

Primuth, Driskell & Terzian, LLP

  • Founding partner of Primuth, Driskell & Terzian, LLP
  • Specializing in tax, estate planning, trust administration and probate
  • Rising Star Super Lawyers, 2016 – 2017
  • Achieved the highest rating in the Martindale-Hubbell Law Directory®
  • Admitted in United States Tax Court
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at 626-683-7234 or [email protected]
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Why Lorman?

Over 34 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!


  • OnDemand Courses
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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 400206
Published 2018
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Available in Multiple Formats

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