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Boston, MA 02128
CPE for Accountants
CPE for Accountants/NASBA - 14.00
IACET - 1.20
PACE - 14.00
Course book included with all formats
Successfully Handle Your Client's Trust Needs
The wide array of trusts available, combined with the numerous issues clients can bring to the table, can make choosing and using the right tool a daunting task - but it doesn't have to be. This insightful, two-day seminar will guide you through how to effectively use trusts for estate planning and asset protection. Explore a variety of planning tools that will help you tailor a trust that fits your client's specific situation. Don't miss this opportunity to make sure your trusts are thoroughly on point - register today!
This basic-to-intermediate level seminar is designed for professionals involved in structuring and administering trusts:
CPE for Accountants
CPE for Accountants/NASBA - 14.00
Includes - Regulatory Ethics - 1.00 Taxes - 11.00 Specialized Knowledge - 2.00NBI, 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. This program is designed to qualify for 14.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.
IACET - 1.20
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 1.20 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)
Upon completion of this course, attendee will be able to: 1. List two key terms used in a trust. 2. Distinguish between revocable and irrevocable trusts. 3. State two types of grantor trusts. 4. List two benefits of setting up an IRA trust. 5. Name two requirements to qualify for Medicaid. 6. Restate from recall how a trust can be used to set aside assets for a charity. 7. Compare SNTs to ABLE accounts. 8. Explain when a DAPT should be used. 9. Explain what an ILIT is. 10. List two ways to minimize tax penalties for trusts. 11. State two ways the trust can be funded. 12. Explain when and how to transfer assets from one trust to another. 13. Distinguish between ethical and unethical practices.
ANNIKA BOCKIUS-SUWYN is an attorney with DangerLaw, LLC in Newton, Massachusetts. Ms. Bockius-Suwyn focuses her practice on diverse areas of family law, including assisted reproductive technology (ART), mediation, and the evolving rights of LGBTQ families. She received her B.A. degree from Swarthmore College and her J.D. degree from Boston University School of Law. Ms. Bockius-Suwyn is admitted to the bar in the Commonwealth of Massachusetts and an active member of the Massachusetts LGBTQ Bar Association.
ANNA M. CORTI is a partner in the law firm of Kerstein Coren & Lichtenstein LLP, in Wellesley, Massachusetts. Ms. Corti practices in the areas of estate planning, estate tax planning, and trust and estate administration. In particular, she is well-versed in post mortem techniques, specifically qualified disclaimers, as a means of reducing estate taxes. She routinely prepares wills, trusts, durable powers of attorney, health care proxies, living wills, medical directives, homestead declarations, probate accounts, and estate and gift tax returns at both the federal and the state level. Ms. Corti received her B.A. degree from Union College - Schenectady, New York and her J.D. and LL.M. degrees from Boston University School of Law. She is a member of the Massachusetts Bar Association and the National Academy of Elder Law Attorneys. (NAELA)
DEBORAH DANGER is the founder and owner of DangerLaw, LLC, in Newton, Massachusetts. Ms. Danger practices in the areas asset protection within the realms of estate tax planning and divorce. Within the field of estate planning, she concentrates on wills, trusts, gifting, closely-held business succession planning, and the preservation of family assets and vacation homes. Within the field of divorce, Ms. Danger concentrates on asset division, alimony, child support, and enforcing existing separation agreements and court orders. She received her B.S.B.A. degree from Georgetown University, her M.B.A. degree from Babson College FW Olin Graduate School of Business, her J.D. degree from Suffolk University School of Law and her LL.M. degree from Georgetown University Law Center.
FAITH E. DELANEY opened her estate planning and elder law practice in 2004, after having worked in other estate planning firms. She is a member of the National Academy of Elder Law Attorneys (Massachusetts and New Hampshire chapters), the Massachusetts Bar Association, Merrimack Valley Estate Planning Council, the New Hampshire Bar Association and the Elder Services of the Merrimack Valley Advisory Board. Ms. Delaney received her J.D. degree from Northeastern University School of Law.
JASON G. HAPPEL is an attorney with Sullivan & Clark, Attorneys at Law, in Melrose, Massachusetts, where he focuses on probate, estate planning, real estate, and small businesses. Mr. Happel has served on boards of directors for small businesses and nonprofit organizations. He received his degrees from the University of Maine, and the Massachusetts School of Law. He is a member of the Massachusetts Bar Association and the Benefit Company Bar Association.
LAUREN E. JONES is an attorney in Holland & Knight LLP at the Boston office and a member of the firm's private wealth services group. Ms. Jones concentrates her practice on domestic and international tax and estate planning for high-net-worth individuals and families. She advises domestic and international clients on a wide range of tax and estate planning matters, including U.S. gift, estate and generation-skipping transfer tax planning, pre-immigration and expatriation planning, structuring inbound and outbound investments, as well as U.S. tax and information reporting. Ms. Jones received her A.B. degree from Harvard College and her J.D. degree from Cornell Law School. She is admitted to practice in Connecticut, Massachusetts and New York.
NANCY KELLEIGH is an attorney with Kelleigh Law Office, in Hopkinton, where her primary areas of practice include estate planning and estate administration. Client education is a priority for Ms. Kelleigh, who believes “If you can’t explain it simply, you don’t understand it well enough.” She has taught "Taxation of Trusts" with the Foundation for Continuing Education and she presented at National Business Institute - Accountant’s Guide to Grantor Trusts - Managing Distributions. Ms. Kelleigh earned her undergraduate degree from Cornell University, College of Arts & Sciences; her J.D. degree from New England School of Law; and her LL.M degree in taxation from Boston University School of Law.
JULIE LOW is the owner and founder of the Law Office of Julie Low, PLLC, in Beverly, Massachusetts. Ms. Low practices in the areas of elder law/Medicaid planning, veterans benefits, special needs planning, estate planning, guardianships/conservatorships, planning for children, pet trusts, and probate and estate administration. She received her B.S. degree from The Ohio State University and her J.D. degree from Western New England College School of Law. Ms. Low is a member of the National Academy of Elder Law Attorneys, the Academy of Special Needs Planners, ElderCounsel, WealthCounsel, ElderLaw Answers, Veterans Information Services, Inc., Elder Care Matters Alliance, Essex County Estate Planning Council, the Massachusetts Bar Association, and the Essex County Bar Association.
TODD E. LUTSKY joined Cushing & Dolan, P.C., in 1995 and his practice includes all aspects of estate planning from basic to sophisticated techniques, asset protection planning, trust planning, elder law, and all aspects of Medicaid application preparation and eligibility matters. Mr. Lutsky is a member of the National Academy of Elder Law Attorneys and the Boston Estate Planning Council, and is co-founder of the Boston Chapter of the National Aging in Place Council. He was also named Five Star Wealth Manager in 2015 and 2016. Mr. Lutsky was recently appointed lecturer in law at the Boston University Law School Graduate Tax Program. In 2013, he was given the opportunity to host his own radio show called, "The Legal Exchange with Todd Lutsky," a talk show that allows him a format to provide a more in-depth discussion on all the estate and asset protection planning, and elder law. Mr. Lutsky is a regular speaker for Massachusetts Continuing Legal Education, the Foundation for Continuing Education, Massachusetts Association of Accountants, the Mass Society of Enrolled Agents, the Massachusetts Chapter of National Academy of Elder Law attorneys, and several other organization and associations.
STEPHEN K. WITHERS JR. is a partner in the law firm of Coogan Smith, LLP, in Attleboro, Massachusetts, whose practice covers a wide-range of legal fields, and focuses primarily in estate planning and administration, probate law, real estate, and small business and non-profit organizations. He is a member of the Attleboro Area, Bristol County and Massachusetts bar associations. Mr. Withers earned his B.A. degree, cum laude, from the College of the Holy Cross and his J.D. degree from Northeastern School of Law.
$565 / Each Additional