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Audio CD + Course Book (CD-ROM)
Drafting and Updating Grantor Trusts $209.00



Copyright: May 2012
Product ID#: 59553CDRA

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From Event: Drafting and Updating Grantor Trusts, held May 2012.

Program Description

The recent estate tax changes, new portability rule and gift tax exemption limit increases have dramatically changed the landscape of asset protection and estate planning practices. To keep up with the times, you need to continuously re-assess and reinvent your approaches. This doesn't mean, however, that you have to forsake your most effective tools. This unique legal course offers a concise legislative update and new ways of using grantor trusts to help clients reach their evolving needs. Get sample trust wording, tax tips and legal analysis - order today!


Course Content
  1. IRC Sections 671-679 - the Rules
  2. Administrative Power
  3. Powers to Control Beneficial Enjoyment Under Section 674 and Their Exceptions
  4. Drafting and Funding GRATs, GRITs, and GRUTs - Sample Document Review
  5. Drafting and Funding IDGTs - Sample Document Review
  6. Income Tax Planning and Reporting - Annual and Final
  7. Use of Trust Protectors
  8. The Evolving Role of Grantor Trusts

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK05/03/2014
CLE 1.50AZ05/03/2014
CLE 1.50CA05/03/2014
CLE 2.00CO05/03/2014
CLE 1.50CT05/03/2014
CLE 2.00FL*11/03/2013
CLE 1.50GA05/03/2013
CLE 1.50HI05/03/2014
CLE 1.50ID05/03/2014
CLE 1.50IL05/02/2014
CLE 1.50KY06/30/2012
CLE 1.50ME05/03/2014
CLE 1.80MO05/03/2014
CLE 1.50MP05/03/2014
CLE 1.50MT05/03/2014
CLE 1.50NC12/31/2012
CLE 1.50ND05/03/2014
CLE 1.50NH05/03/2014
CLE 1.80NJ05/03/2014
CLE 1.50NM05/03/2014
CLE 1.50NV05/03/2014
CLE 1.50NY*05/03/2014
CLE 2.00OK05/03/2014
CLE 1.50OR05/03/2014
CLE 1.50PA05/03/2013
CLE 1.50TX04/30/2013
CLE 1.50UT12/31/2012
CLE 1.50VA10/31/2012
CLE 1.80VI05/03/2014
CLE 1.50VT05/03/2014
CLE 1.50WA05/03/2014
CLE 1.80WV05/03/2014
CLE 1.50WY05/03/2015

* denotes specialty credits

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Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702

Related Topics
Estate Planning & Probate
Legal
Tax
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