The National Business Institute will present the live video webinar “Trusts From A to Z” on Monday, August 30, from 8:30 a.m. to 4:10 p.m.
Planning clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, the faculty will guide attendees through the plethora of trust options and give a straightforward, incisive analysis of when and how each can be used for maximum effect.
Attendees will learn how to:
• 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.
Speaking at the program will be Michigan attorneys Nicolas Camargo, Travis I. Dafoe, Anthony J. Frasca, Tyler J. Kemper, Chrysa M. Milholland and Molly P. Petitjean.
This basic level seminar is designed for the professionals involved in creating and administering trusts including: attorneys, accountants and CPAs, trust officers, tax managers, wealth managers.
Cost for the webinar is $349 which includes the course book. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
