How to Deal with Family Trusts, Whether Needed or Unneeded, in the New Tax Environment Out of Stock
Co-sponsored by the CBA Trust & Estate Section
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September 2013
How to Deal with Family Trusts, Whether Needed or Unneeded, in the New Tax Environment
Co-sponsored by the CBA Trust & Estate Section
Program Description:
September's Trust and Estate lunch program with John DeBruyn provides information on how to deal with family trusts, whether needed or unneeded, in the new tax environment. John provides you tips on evaluating the family trust, keeping them flexible and dumping them midstream if need be. Additionally, he discusses a family trust with the surviving spouse as beneficiary, and what happens next at the survivor's death. Finally, John reveals some strategies to shift taxable income from the trust to the beneficiaries with and without giving them the money.
Agenda:
11:30 AM
Registration
12:00 PM
How to Deal with Family Trusts, Whether Needed or Unneeded, in the New Tax Environment-
Evaluating Them
Keeping Them Flexible
Dumping Them Midstream If Need Be
1:00 PM
Adjourn
Presented by John DeBruyn, Esq.
Program Series Chair
Elizabeth Bryant, Esq.
Elizabeth A. Bryant, PC
Denver, CO
Faculty
John DeBruyn, Esq.
DeBruyn Law Offices
Denver, CO
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $59.00 USD
- Member Price $39.00 USD
- General Credits 1.00
- Ethics Credits
- EDI Credits