INSTANT DOWNLOAD: “Trust Administration: Practical Considerations for Practitioners”

Do You Know How to Properly
Administer Irrevocable Trusts?

Critical Steps Considerations Every Estate Planner Should Know!

Whether you’re an attorney, CPA or financial advisor, you may be involved at some point with helping administer an irrevocable trust. However, there are very important and specific considerations that every estate planner should know.

This is why we’ve brought in the nation’s two leading experts on this topic, Robert S. Keebler, CPA/MST, AEP (Distinguished), CGMA, and Martin M. Shenkman, CPA/PFS, MBA, J.D., AEP (Distinguished). Together, they have developed a fast-paced and much-needed presentation entitled, “Trust Administration: Practical Considerations for Practitioners”.

During this 100-minute presentation, Bob and Martin will cover:

• The practical steps that every estate planner must consider in trust administration
• How the terms of the Trust impact the administration of the trust
• Grantor and Non-Grantor SLATs
• Non-reciprocal SLATs and the differences between trusts during operations
• Irrevocable trusts and best gift tax practices
• Allocation of GST exemption and valuation adjustment clauses
• The complications of reporting transfers for married taxpayers
• Reporting note transactions on Form 706 and Form 709
• What preliminary steps might be helpful to take to properly guide clients during the trust administration process
• How advisors can help facilitate a more accurate and efficient trust administration process
• What should be done to improve the administration of grantor versus non-grantor trusts
• How swap and loan powers should be administered
• How to deal with disclaimer and valuation adjustment mechanisms used in many irrevocable trusts should be dealt with
• What special considerations of 2021 planning should be reflected on 2021 Gift Tax Returns
• What ancillary documentation should be addressed to support various planning techniques
• And much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.