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On-Demand Audio
The Nuts and Bolts of Income-Only Trusts $149.00



Copyright: October 2011
Product ID#: 57934SADM
Online Access: 6 months from date of purchase

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Includes Downloadable Course Book
 
From Event: The Nuts and Bolts of Income-Only Trusts, held October 2011.

Program Description

One of the most effective tools in planning for long-term care and probate is an income-only trust. This focused legal course will demonstrate how these irrevocable trusts operate and how to incorporate them into your plans. Order today!


Course Content
  • The Gift tax Issues Associated with Funding the Trust
  • The Estate Tax Issues Associated with Income-Only Trusts
  • The Grantor Trust Rules and Related Income Tax Issues
  • The Use of Life Estate in Connection with Income-Only Trusts after the DRA of 2005
  • The Gift, Estate and Income Tax Consequences Associated with Life Estates in Conjunction with the Trust or Otherwise
  • The Step Up in Basis Rules Associated with the Trust and/or Life Estate Assets and Related Capital Gains Tax Issues
  • The Look Back Rules and the Penalty Period Rules when Planning with Income-Only Trusts

Continuing Education Credits:   

Continuing Legal Education

Credit Hrs    State    Credit Approval Expiration

CLE 1.50AK10/06/2013
CLE 1.50AZ10/06/2013
CLE 1.50CA10/06/2013
CLE 2.00CO10/06/2013
CLE 1.50CT10/06/2013
CLE 1.50DE10/06/2012
CLE 2.00FL*04/06/2013
CLE 1.50GA10/06/2012
CLE 1.50HI10/06/2013
CLE 1.50ID10/06/2013
CLE 1.50IL10/06/2013
CLE 1.50KY06/30/2012
CLE 1.50LA10/05/2012
CLE 1.50ME10/06/2013
CLE 1.80MO10/06/2013
CLE 1.50MP10/06/2013
CLE 1.50MS10/06/2013
CLE 1.50MT10/06/2013
CLE 1.50NC12/31/2012
CLE 1.50ND10/06/2013
CLE 1.50NE10/06/2012
CLE 1.50NH10/06/2013
CLE 1.80NJ10/06/2013
CLE 1.50NM10/06/2013
CLE 1.50NV10/06/2013
CLE 1.50NY*10/06/2013
CLE 2.00OK10/06/2013
CLE 1.50OR10/06/2012
CLE 1.50PA10/06/2012
CLE 1.50RI10/06/2013
CLE 1.50TN10/05/2012
CLE 1.50TX09/30/2012
CLE 1.80VI10/06/2013
CLE 1.50VT10/06/2013
CLE 1.50WI12/31/2012
CLE 1.80WV10/06/2013
CLE 1.50WY10/06/2014

* denotes specialty credits

Additional Format Options


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

Related Topics
Accounting
Banking & Finance
Estate Planning & Probate
Legal
Tax
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