If you own or work at a firm that handles trusts, you won’t want to miss this new intermediate program to help take your career to the next level. Handout materials will include sample trust agreements and provisions, practical and comprehensive checklists, sample client letters, and other planning resources. Make your plans to attend today! Trust planning remains vibrant in spite of the increased federal exemption. - What specific types of trusts do clients still need and how can you most effectively plan them? Trust planning is essential for asset protection – a topic of great concern not only to physicians but to many other clients. - What role does Delaware and other trust friendly jurisdictions play in this planning? - What steps can you take to become comfortable taking advantage of these jurisdictions? - Should you use self-settled trusts? What techniques can you employ? What options should you consider? Modern trust drafting is vital to achieving client goals in a cost effective and flexible manner. - How can you integrate directed trusts, quiet trusts, and other modern drafting techniques to better meet client needs? - What creative trust plans can be used to substantially reduce New Jersey (and federal) estate tax even with last minute planning? - Using non-reciprocal SLATs to save New Jersey estate tax, without sacrificing basis step up or access to assets. Trusts are critical for our aging clients. - How can a revocable trust plan be tailored to provide a value added document and plan for clients? - Reduce risks of elder financial abuse and identity theft? - Serve the needs of a “lonely” client with few or no reliable family members to name? Administering trusts is vital to successful planning. - What services can you continue to provide to clients after a trust if signed and funded? This seminar will provide practical and creative trust strategies you can use in your practice to help existing and new clients. This intermediate level seminar will provide the fundamentals of drafting each of the trusts noted above and other documents for attorneys, paralegals, trust officers and accountants, including: • Asset protection • Saving New Jersey estate tax • Asset protection • Trust administration
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.9 hours of total CLE credit.