LIVE REPLAY: Picking the Right Trust CLE

LIVE REPLAY: Picking the Right Trust

September 2013

LIVE REPLAY: Picking the Right Trust

Convenient, timely, reliable, and affordable...

Teleseminars are midday continuing legal education conferences broadcast over the telephone. From the convenience of your office or home, you are able to dial into an 800 number, and hear nationally recognized practice leaders speak on important issues in the law. You are also able to ask them your questions. Teleseminars marry the best of technology and education to bring the world of CLE to your office or home.

How to Register:

For course details or to register online, go to course of interest link above.

There are 2 easy ways to register:

1. CALL us! (303) 860-0608, or toll free (888) 860-2531

2. Or REGISTER ONLINE NOW by using the corresponding course links above.

Program Description:

Choosing the right trust for a client's needs is a balance of finding the right vehicle for the client's specific goals, obtaining maximum tax efficiency and yet maintaining as much flexibility as possible over time. It can be a daunting process, including working through a wide variety of sophisticated trust planning techniques and their tradeoffs under federal and state law. The process has grown even more complicated as the estate and gift tax law has shifted widely in the last several years, putting a premium on flexibility. This program will provide you with a framework for assessing the different alternatives and decision-tree for determining which is best for your client's specific circumstances.

Practical decision-tree for finding the best trust alterative for your clients
Revocable v. irrevocable trusts - balancing flexibility against tax benefits
Trusts alternatives for passing and preserving value of family businesses or property
Special purpose trusts - special needs trusts, exclusion trusts, life insurance trusts
Charitable trusts - options for separating and allocating income and principal for benefit of charity and benefactor
Limits of trust planning and integration into larger estate plans

Faculty:

Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal&Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.