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Live Webcast Replay

A Practical Guide to Trusts


Total Credits: 8 including 8 Taxes - Technical

Average Rating:
   140
Categories:
ACPEN Tax Institute |  Tax
Faculty:
Arthur Werner
Course Levels:
Basic
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.

Basic Course Information

Learning Objectives
  • Choose a practical understanding of when and how to implement and operate a trust in a client’s financial, estate, and/or asset protection plan

Major Subjects
  • The role of the trustee and how to avoid problems
  • How to use trusts to avoid probate
  • How revocable living trusts are affected by income, gift, and estate taxes
  • Marital deductions and marital and bypass trusts
  • How an irrevocable trust can be the center of an estate plan
  • Advantages of an irrevocable life insurance trust
  • How to create a dynasty trust
  • Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool
  • Trust options to provide security for older clients
  • Advantages, tax consequences, and limits on charitable contributions and private foundations
  • Charitable remainder and charitable lead trust issues
  • How trusts can serve as asset protection devices Business trust issues

Course Materials

Faculty

Arthur Werner's Profile

Arthur Werner Related Seminars and Products

Werner-Rocca Seminars, Ltd.


Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.


Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.


Dates

Sat, Nov 02, 2024 - 09:00am to 04:47pm CDT
Tue, Nov 19, 2024 - 10:00am to 05:47pm CST
Mon, Dec 02, 2024 - 08:00am to 03:47pm CST
Tue, Dec 24, 2024 - 10:00am to 05:47pm CST
Sat, Jan 04, 2025 - 09:00am to 04:47pm CST
Mon, Jan 06, 2025 - 08:00am to 03:47pm CST
Tue, Jan 28, 2025 - 10:00am to 05:47pm CST
Mon, Feb 10, 2025 - 08:00am to 03:47pm CST
Sat, Mar 01, 2025 - 09:00am to 04:47pm CST
Tue, Mar 04, 2025 - 10:00am to 05:47pm CST
Mon, Mar 17, 2025 - 08:00am to 03:47pm CDT
Tue, Apr 08, 2025 - 10:00am to 05:47pm CDT
Mon, Apr 21, 2025 - 08:00am to 03:47pm CDT
Sat, May 03, 2025 - 09:00am to 04:47pm CDT
Tue, May 13, 2025 - 10:00am to 05:47pm CDT
Mon, May 26, 2025 - 08:00am to 03:47pm CDT
Tue, Jun 17, 2025 - 10:00am to 05:47pm CDT
Mon, Jun 30, 2025 - 08:00am to 03:47pm CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, bankers, and financial planners
Original Recording Date 05/2023
Course Developer Werner-Rocca Seminars
Date Added to Catalog 03/31/2023
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Promo Video

Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 140

Comments

Connie M

"The course was very informative and it provided a lot of useful information."

Robert D

"Once again, Art does a great job!!"

Sheila G - Gainesville, Florida

"i was one of the people who came to this class without having any background in the materials. I'm a retired CPA/auditor from the Florida Office of the Auditor General. I was curious to know about trusts. This material was very interesting and informative. Thank you!"

James L

"He did a good job."

Karen H

"Great Seminar"

Ronald M

"Great Course"

Hayden W

"Art is an excellent speaker. He makes complicated topics very easy to understand."

Brett H

"Art did a wonderful job of presenting the information and did it in a way that was very easy to understand. The technology worked great."

Erik O

"Best trust class I've ever taken. "

William B

"Art is one of the best presenters I have seen. He keeps you engaged and thinking."