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Audio & Reference Manual

Repositioning Exiting Trusts and Family Investments

Gain an understanding of the new updates that have changed under the most recent tax act revolving around trusts and family investments. Many practitioners are left in the dark after the recent federal tax changes. They also do not understand how to effectively counsel their clients about the tax changes, and what that may mean for their future estate planning, and current estate plan. This topic helps the practitioner understand recent tax changes, and how to best counsel clients who may have existing estate plans, or those clients looking to establish a plan for the first time. The content also explains how to take a client's existing plan and update it for the newest tax changes. This information is critical for estate planners so they can ensure their advice is as relevant and timely as possible.


Runtime: 89 minutes
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Why Lorman?

Over 32 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

Summary of Recent Tax Changes

  • Estate Tax Changes
  • Taking Advantage of the Doubled Estate Tax Exemption
  • Impact on Charitable Giving

Repositioning Existing Trusts and Family Investment Companies

  • Impact of the Pass-Through Rules on Law Firms, Family Entities, and Closely Held Businesses
  • Should Closely Held Businesses Be C Corporations, S Corporations, Limited Partnerships, or LLCs?
  • Dealing With the Continued Compressed Brackets for Irrevocable Non-Grantor Trusts and Estates

How to Plan in the Wake of Tax Change

  • Who Should Take Advantage of the Doubled Exemption?
  • When to Take Advantage of the Doubled Exemption
  • How to Take Advantage of the Doubled Exemption
  • How to Use the Increased GST Exemption
  • Are Valuation Discounts a Blessing or a Curse?
  • Re-Examining Existing Formula Clauses
  • Re-Assessing the Value of Existing Credit Shelter Trusts
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Why Lorman?

Over 32 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 course was last revised on April 27, 2018.

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

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

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

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Why Lorman?

Over 32 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?

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Product ID: 402205
Published 2018
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