Sep
21
- 3.5 CFP Board of Standards
- 3.0 CLE from Indiana Commission on Continuing Legal Education
- 4.0 CTFA from American Bankers Association.
Preventing Landmines When Drafting Revocable Living Trust: Ten Tax Traps to Avoid, 9:45 to 11 a.m. Many estate planning lawyers incorporate a revocable living trust in their practice when building a holistic estate plan. The term “ trust” is often used synonymously with “revocable trust,” “living trust,” or “inter vivos trust,” among others. The tax provisions included in the revocable living trust, many of which are not intuitive, are critical to enabling certain tax elections and types of tax minimization strategies. This presentation will help the practitioner identify these critical tax provisions and draft them through the lens of successful intentional implementation, rather than a hidden landmine that could potentially derail the entire estate plan upon the Settlor’s death.
The Estate Planning Council provides multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning.
Event Agenda
Giving