BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//499091
BEGIN:VEVENT
DTSTAMP:20260429T172401
VTIMEZONE:America/Chicago
DTSTART:20260616T170000Z
DTEND:20260616T203000Z
UID:499091
SUMMARY:Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)
LOCATION:Webinar
DESCRIPTION:Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)\n\n06/16/26 12:00 PM CST\n - 06/16/26 03:30 PM CST\Description:\nTrusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use?  And how can the client be best protected?Objectives:
 Advise individual clients on the benefits of using a trust to achieve their personal goals 
 Save clients money in their estate planning
 Presenters:Ciro Poppiti, Esq.Field of Study:Taxes (4)Major Topics:
 Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls
 Decanting
 Federal estate tax exemption and remaining relevance of trusts
 Irrevocable life insurance trusts
 The role of family dynamics
 Choice of trustee and other fiduciaries
 State trust-friendly considerations
 Charitable trusts
 Delaware Statutory Trusts
 Powers of attorney 
 Pet Trusts – the emerging necessities
 State, county, and local issues
 Portability
 QTIP issues
 Creditor considerations
 Potential IRA problems
 Problems with re-titling assets
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Advanced Trust Issues: A Roadmap for Success in An Increasingly Complex Area (TRS4)<br /><br />06/16/26 12:00 PM CST - 06/16/26 03:30 PM CST<br />Description:<br />Trusts are not cookie-cutter documents. In fact, they can be rather unwieldy, especially in explaining the functions to a client and then having the client comply with the trust terms. This course delves into best practices. Given common scenarios, what are the best trusts to use?  And how can the client be best protected?<br><br><b>Objectives:</b><br><ul>
    <li>Advise individual clients on the benefits of using a trust to achieve their personal goals&nbsp;</li>
    <li>Save clients money in their estate planning</li>
</ul><br><b>Presenters:</b><br>Ciro Poppiti, Esq.<br><br><b>Field of Study:</b><br>Taxes (4)<br><br><b>Major Topics:</b><br><ul>
    <li>Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls</li>
    <li>Decanting</li>
    <li>Federal estate tax exemption and remaining relevance of trusts</li>
    <li>Irrevocable life insurance trusts</li>
    <li>The role of family dynamics </li>
    <li>Choice of trustee and other fiduciaries</li>
    <li>State trust-friendly considerations</li>
    <li>Charitable trusts</li>
    <li>Delaware Statutory Trusts</li>
    <li>Powers of attorney&nbsp;</li>
    <li>Pet Trusts &ndash; the emerging necessities</li>
    <li>State, county, and local issues</li>
    <li>Portability</li>
    <li>QTIP issues</li>
    <li>Creditor considerations</li>
    <li>Potential IRA problems</li>
    <li>Problems with re-titling assets</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR