The National Business Institute will present the live video webinar “Trusts in Michigan From A to Z” on Tuesday, June 10, from 8:15 a.m. to 4:10 p.m.
Planning a clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this 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.
Speaking at the webinar will be Valerie A Kutz-Otway of Chalgian & Tripp Law Office PLLC; Kara L Hoorn of Miller Canfield; Salvatore J LaMendola of Giarmarco, Mullins, & Horton PC; Rachael K Klein of Foster, Swift, Collins, & Smith PC; Richard C Mills of Smith, Haughey, Rice, & Roegge; and Rachael W. Roseman of Bodman PLC.
The speakers will discuss:
• What are Trusts? Main Trust Principles
• Simple Testamentary Trusts and Revocable Living Trusts
• Tax Reduction with Trusts
• Grantor Trusts
• Marital Trusts in a Nutshell
• Other Trust Structures and Issues
• Generation Skipping/Dynasty Trusts
• Charitable Trusts
• Special Needs Trusts (SNTs)
• Legal Ethics
This basic level online seminar is designed for the professionals involved in creating and administering trusts including attorneys, accountants and CPAs, trust officers, tax managers, and wealth managers.
Cost for the webinar, which includes course book, is $389. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
Planning a clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this 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.
Speaking at the webinar will be Valerie A Kutz-Otway of Chalgian & Tripp Law Office PLLC; Kara L Hoorn of Miller Canfield; Salvatore J LaMendola of Giarmarco, Mullins, & Horton PC; Rachael K Klein of Foster, Swift, Collins, & Smith PC; Richard C Mills of Smith, Haughey, Rice, & Roegge; and Rachael W. Roseman of Bodman PLC.
The speakers will discuss:
• What are Trusts? Main Trust Principles
• Simple Testamentary Trusts and Revocable Living Trusts
• Tax Reduction with Trusts
• Grantor Trusts
• Marital Trusts in a Nutshell
• Other Trust Structures and Issues
• Generation Skipping/Dynasty Trusts
• Charitable Trusts
• Special Needs Trusts (SNTs)
• Legal Ethics
This basic level online seminar is designed for the professionals involved in creating and administering trusts including attorneys, accountants and CPAs, trust officers, tax managers, and wealth managers.
Cost for the webinar, which includes course book, is $389. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
