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Trust Planning and Drafting Techniques Seminar | Manchester, NH | June 16, 2015
Trust Planning and Drafting Techniques Seminar

Map Location:
Check out the map to get directions to the seminar location.

Location & Date:

Manchester, NewHampshire - June 16 2015 - 8:30 AM
Lunch Time: 12:15 PM
End Time: 4:30 PM

Quality Inn Manchester
55 John E Devine Drive
Manchester, NH
603/668-6110

Program Summary:

Trusts have evolved into one of the most useful strategies in creative estate planning, and innovative practitioners are constantly pushing the envelope to make them even more effective. Trusts are remarkably versatile and can produce extraordinary results in terms of asset preservation and control and the avoidance of death and inheritance taxes. The opportunities continue to evolve and it is essential to stay informed of these developments as they occur. This seminar will provide a comprehensive analysis of the uses of trusts to meet the specific needs of your client’s situation. Our experienced speakers will review the various types of trusts available, along with how to best use them to achieve specific outcomes. Those new to estate planning and experienced practitioners alike will greatly benefit from this program.

 



Program Highlights:
  • Fundamentals of trusts
  • Transfer tax techniques
  • Living trusts vs. wills
  • Trusts for spouses, minors, and the elderly and disabled
  • Options for charitable trusts
  • Trusts with Retained Interest and Special Assets Trusts
  • Ethical behavior and concerns in trust planning
  Who Should Attend:
  • Attorneys - Trusts and Estates
  • Attorneys - Wills
  • Attorneys - Probate
  • Attorneys - Asset Protection
  • Trust Officers
  • Estate Planners
  • CPAs
  • Financial Planners