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PRODID://NDCP//501162
BEGIN:VEVENT
DTSTAMP:20260505T215434
VTIMEZONE:America/Chicago
DTSTART:20260820T140000Z
DTEND:20260820T214400Z
UID:501162
SUMMARY:A Practical Guide to Trusts
LOCATION:Webinar
DESCRIPTION:A Practical Guide to Trusts\n\n08/20/26 09:00 AM CST\n - 08/20/26 04:44 PM CST\Description:\nThis course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client's financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate, and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts.
 With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers, and financial planners with the expertise to navigate probate avoidance, streamline asset distribution, and 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 and submit to kori.herrera@acpen.com
 Speakers:Arthur Werner\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:A Practical Guide to Trusts<br /><br />08/20/26 09:00 AM CST - 08/20/26 04:44 PM CST<br />Description:<br /><p>This course provides financial professionals with a comprehensive understanding of trusts and their role in estate planning. Participants will learn how to determine whether a trust aligns with a client&#39;s financial goals and explore strategies to maximize tax efficiency. The course covers various trust structures and their potential to reduce income, estate, and generation-skipping taxes at both federal and state levels. Additionally, it delves into trustee responsibilities and the benefits of irrevocable life insurance trusts and dynasty trusts.</p>

<p>With a focus on practical applications and real-world scenarios, this course equips CPAs, EAs, attorneys, bankers, and financial planners with the expertise to navigate probate avoidance, streamline asset distribution, and manage complex tax considerations. Whether working with revocable or irrevocable trusts, participants will gain the tools to enhance their clients&#39; financial well-being across generations.</p>

<p>*Please Note:&nbsp; 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 and submit to <a href="mailto:kori.herrera@acpen.com">kori.herrera@acpen.com</a></p>
<br><b>Speakers:</b><br>Arthur Werner<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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