FL Specific

Trusts, Estates & Probate

Live Online

Trusts in Florida From A to Z

Credits Available
Credit Status Total
Financial Planners Approved 8 Total
Florida CLE Approved 8 Total
CPE for Accountants/NASBA Approved 8 Total
Live Online
6 hours 40 minutes
Chad Hansen
Christopher Weeg
Stella Suarez-Rita
Datan Dorot
Adam Czaya
Andrew Gilliland
With Chad D. Hansen from Peterson & Meyers, P.A. + 5 others

Thu, Oct 08, 00:00 AM – 00:00 PM

Product ID 102336

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Overview

The Ultimate Pros and Cons Guide to Top Wealth Planning Techniques

Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide to save drafting time and avoid mistakes.
  • Clarify the powers and duties of trustees in different trusts.
  • Compare living and testamentary trusts for straightforward estate planning.
  • Distinguish between accounting and taxable income and learn how trust income tax is reported.
  • Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful.
  • Review common ethical missteps that can cost you your license - and how to avoid them.

Abbreviated Agenda

  1. What are Trusts? Main Trust Principles
  2. Special Needs Trusts (SNTs)
  3. Simple Testamentary Trusts and Revocable Living Trusts
  4. Charitable Trusts
  5. Tax Reduction with Trusts
  6. Marital Trusts in a Nutshell
  7. Generation Skipping/Dynasty Trusts
  8. Grantor Trusts
  9. Other Trust Structures and Issues
  10. Legal Ethics

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Related Topics

Product ID 102336

Credit Details

Credits Available
Credit Status Total
Financial Planners Approved 8 Total
Florida CLE Approved 8 Total
CPE for Accountants/NASBA Approved 8 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. What are Trusts? Main Trust Principles

    1. Trust Terms, Concepts, and Definitions
    2. Key Parties in a Trust and Their Roles
    3. The Laws of Trust Creation and Administration (UTC, UPA, UPIA, etc.)
    4. Trust Revocability and its Implications
    5. Trust Funding Basics
    6. Creditor Rights in Regards to Trusts
    7. Does the Client Need a Trust?

  2. Special Needs Trusts (SNTs)

    1. When are SNTs Used? (SNTs vs. ABLE Act Accounts)
    2. Types of SNTs
    3. Tax Consequences of SNTs
    4. Preserving Benefits Eligibility
    5. Trustee Powers and Duties (What Can the Distributions be Used for?)
    6. Sample Trust Language

  3. Simple Testamentary Trusts and Revocable Living Trusts

    1. When are Testamentary Trusts Used?
    2. Living vs. Testamentary Trusts for Tax Purposes
    3. Trust Funding Mistakes and Consequences
    4. Top Trust Administration Issues
    5. Sample Trust Language

  4. Charitable Trusts

    1. When are Charitable Trusts Used?
    2. CRTs vs. CLTs
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers and Duties and Administration Issues
    5. Exceptions to the Rules
    6. Charitable Planning in Smaller Estates
    7. Sample Trust Language

  5. Tax Reduction with Trusts

    1. Current State and Federal Tax Regime
    2. Taxation of Trusts: Transfer and Income
    3. Accounting vs. Taxable Income
    4. Tax Consequences of Distributions
    5. Tax Implications of a Trust Becoming Irrevocable
    6. Accumulation Distribution for Some Complex Trusts
    7. Material Participation by Trusts
    8. Tax Consequences of Trusts in Estate Administration

  6. Marital Trusts in a Nutshell

    1. When are Marital Trusts Used?
    2. Old AB/Credit Shelter Trusts After ATRA and Tax Cuts and Jobs Act
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers, Duties, and Challenges
    5. Underfunded Trusts After First Death
    6. QDOTs for Noncitizen Spouses
    7. Exceptions to the Rules
    8. Handling Dysfunctional Client Families
    9. Sample Trust Language

  7. Generation Skipping/Dynasty Trusts

    1. GST Tax and Other Tax Considerations
    2. When are Dynasty Trusts Used?
    3. Trustee Powers and Duties and Administration Challenges
    4. Exceptions to the Rules
    5. Sample Trust Language

  8. Grantor Trusts

    1. Types of Grantor Trusts and When They are Used
    2. Intentionally Defective Grantor Trusts
    3. Tax Planning, Requirements, and Consequences
    4. Trustee Powers and Duties
    5. Grantor Trust Status and Reporting
    6. Exceptions to the Rules
    7. Sample Trust Language

  9. Other Trust Structures and Issues

    1. Minors' Trusts
    2. IRA Trusts
    3. Pet Trusts
    4. Medicaid Trusts
    5. Asset Protection Trusts
    6. Irrevocable Life Insurance Trusts
    7. Incomplete Non-Grantor Trusts
    8. Gun Trusts
    9. Trust Decanting, Modification, and Dissolution
    10. Smaller Estate Trusts
    11. Constructive Trusts

  10. Legal Ethics

    1. Who Is Your Client? The Most Important Question in Trusts Practice
    2. Top Legal Malpractice Risks
    3. Testator Capacity Issues
    4. Dealing with Trust Beneficiaries
    5. Protecting Confidentiality
    6. Preventing Fiduciary Misconduct

Who Should Attend

This basic level online seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Speakers

Chad D Hansen
Chad D.
Hansen
Peterson & Meyers, P.A.
Christopher C Weeg
Christopher C.
Weeg
Comiter, Singer, Baseman & Braun LLP
Stella Suarez-Rita
Stella
Suarez-Rita
Law Office of Stella Suarez-Rita, PL
Datan Z Dorot
Datan Z.
Dorot
Perlow, Kornik, Dorot & Bensimon
Adam Czaya
Adam
Czaya
Keith Taylor Law Group, P.A.
Andrew W Gilliland
Andrew W.
Gilliland
Gilliland Law
Speaker bio
Chad D Hansen

Chad D. Hansen

Peterson & Meyers, P.A.
Chad Hansen

is of counsel with Peterson & Myers, P.A. Prior to joining Peterson & Myers, he worked in Ohio with a practice centered on assisting individuals and businesses with tax, estate planning, and business matters helping clients with formational issues, joint ventures, operating agreements, venture funds, structuring acquisitions/dispositions, estate planning and probate, and a variety of tax issues. Mr. Hansen also worked with many business owners to make sure personal and business succession planning are properly aligned and in the most tax efficient manner. He earned his B.A. degree in accounting from Utah State University, his J.D. degree from the University of Idaho College of Law, and his LL.M. degree in taxation from the University of Florida.

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Speaker bio
Christopher C Weeg

Christopher C. Weeg

Comiter, Singer, Baseman & Braun LLP
Christopher Weeg

is a partner in the Palm Beach Gardens office of Comiter, Singer, Baseman & Braun LLP. He is board-certified in both tax law and in wills, trusts and estates, distinguishing him as one of 29 Florida lawyers who hold dual certification in those areas of law. Mr. Weeg's two areas of board certification, as well as being a CPA, are complementary and provide a broad depth of knowledge for his clients. His core law practice is estate planning and includes drafting wills and trusts, probate and trust administration, and advising on income, gift, estate, and GST tax issues. Mr. Weeg is experienced in the preparation of gift and estate tax returns, representation of executors in all phases of estate administration, and creating comprehensive estate plans tailored to meet clients' personal objectives in a tax efficient manner. He currently serves on the Board of Directors of the East Coast Estate Planning Council and the Palm Beach Tax Institute. Mr. Weeg is a director of the Tax Section of The Florida Bar and is a member of The Florida Bar Tax Law Certification Committee. He earned his B.S. degree, his LL.M. degree in taxation and his J.D. degree, all from the University of Florida. Mr. Weeg is admitted to practice law in Florida and Texas, and is a licensed CPA in Florida.

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Speaker bio
Stella Suarez-Rita

Stella Suarez-Rita

Law Office of Stella Suarez-Rita, PL
Stella Suarez-Rita

is the sole practitioner with Law Office of Stella Suarez-Rita, PL. Her practice focuses on real estate, estate planning, elder law, and immigration. As an immigrant from Colombia Ms. Suarez-Rita, has first-hand experience with immigration issues. She earned her J.D. degree from Nova Southeastern University Shepard Broad College of Law and graduated with Honors.

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Speaker bio
Datan Z Dorot

Datan Z. Dorot

Perlow, Kornik, Dorot & Bensimon
Datan Dorot

is a managing partner at Perlow, Kornik, Dorot & Bensimon. He focuses his practice on estate planning, business planning, and taxation law, both domestic and international. Mr. Dorot earned his B.S. degree from Florida Atlantic University and his J.D. degree from the University of Florida Levin College of Law. He also holds a LL.M. degree from the University of Miami School of Law. Mr. Dorot has been awarded the prestigious 2009-2010 Tax Fellowship from the Tax Section of The Florida Bar and has been named a Rising Star in the legal field by SuperLawyer Magazine. He is admitted to practice law in Florida.

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Speaker bio
Adam Czaya

Adam Czaya

Keith Taylor Law Group, P.A.
Adam Czaya

is a partner at the Keith Taylor Law Group, P.A. He is board-certified by The Florida Bar in wills, trusts and estates. Mr. Czaya specializes in complex estate planning, probate and trust administration, asset protection, small business succession planning, charitable planning, tax planning, and trust and estate litigation. He earned his B.A. degree from the University of Florida and his J.D. degree from Stetson University College of Law. Mr. Czaya is a member of The Florida Bar, Maine Bar; Citrus County Bar Association (FL); Marion County Bar Association (FL); Cumberland County Bar Association (ME); The Florida Bar Real Property, Probate, and Trust Law Section (RPPTL); American Bar Association Real Property, Trust, and Estate Law Section; National Academy of Elder Law Attorneys (NAELA); and Maine Estate Planning Council. 

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Speaker bio
Andrew W Gilliland

Andrew W. Gilliland

Gilliland Law
Andrew Gilliland

is a sole practitioner and owner of Gilliland Law with offices in Riverside, California and Carlsbad, California. He loves working with clients to resolve their planning needs focusing his practice on estate planning, probate, and guardianship. Mr. Gilliland has a diverse background in working with clients in estate planning, business and taxation. He is licensed to practice in California and Utah. Mr. Gilliland earned his B.A. degree from Brigham Young University, his J.D. degree from the University of Utah S.J. Quinney College of Law and his LL.M. degree in taxation from the Fredrick G. Levin College of Law at the University of Florida.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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