How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist clients in the operation and administration of irrevocable trusts? What preliminary steps might be helpful to take to guide clients on proper trust administration steps? How can advisers help facilitate more accurate and efficient trust administration? Specific practical steps practitioners can use will be illustrated and explained. What should be done to improve the administration of grantor versus non-grantor trusts? How should swap and loan powers be administered? How should disclaimer and valuation adjustment mechanisms used in many irrevocable trusts 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?
Speakers: Thomas A. Tietz, Esq., Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.
Sponsor: Interactive Legal and Peak Trust Company
Featured Charity: American Brain Foundation
* There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.
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