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DTSTAMP:20260515T114300Z
DTSTART:20270415T160000Z
DTEND:20270415T234400Z
SUMMARY: A Practical Guide to Trusts
DESCRIPTION: This course provides financial professionals with a comprehensive understanding of trusts & their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals & explore strategies to maximize tax efficiency. The course covers various trust structures & their potential to reduce income\, estate & generation-skipping taxes at both federal & state levels. Additionally\, it delves into trustee responsibilities & the benefits of irrevocable life insurance trusts & dynasty trusts.

With a focus on practical applications & real-world scenarios\, this course equips CPAs\, EAs\, attorneys\, bankers & financial planners with the expertise to navigate probate avoidance\, streamline asset distribution & manage complex tax considerations. Whether working with revocable or irrevocable trusts\, participants will gain the tools to enhance their clients' financial well-being across generations.

Please Note: If you need credit reported to the IRS for this IRS approved program\, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com\n  
CLASS:PUBLIC
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