PESI Law & Accounting
Hilton Stamford Hotel & Executive Meeting Center
1 First Stamford Place
Stamford, CT 06902
This is an intermediate level course designed for attorneys, CPAs, Accountants, enrolled agents, financial planners and trust officers.
You need to understand the tax, financial and asset protection implications in choosing the right trust for your client. "The Complete Trust Course" is designed to help you through the decision maze and help your clients achieve their desired outcome with their estate plan. This course covers an extensive topical outline and provides valuable supporting course materials, including sample forms you can modify for your practice.
Identify trust solutions to common estate planning situations
Understand the basic tax concepts necessary for selecting the appropriate trust and trust provisions for your client
Learn how to help your clients get what they really need from their estate planning documents
Review non-tax uses of trusts including asset protection
Understand the relationship between long term care planning and trusts
Learn how charitable trusts can solve estate planning problems for the uncharitable client
Understand the interplay of trusts, qualified plans and estate planning
Avoid abusive trust schemes and promoters that are dangerous to your clients.
Matthew A. Bovino, Partner, Davidson, Dawson & Clark, LLP
Daniel L. Daniels, Partner, Wiggin and Dana
David T. Leibell, Partner, Wiggin and Dana
This program has been designed to meet the Connecticut State Board of Accountancy's rules for continuing education for accountants.
Maximum Recommended CPE: 8.0 credits