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AICPA ENGAGE 2018


EST1805 - The Use of Trusts in Planning One's Estate


Jun 11, 2018 3:30pm ‐ Jun 11, 2018 4:20pm

Standard: $49.00

Description

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.

Learning Objectives:
• Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved.
• Learn how trusts can help avoid delay, save costs and provide security to a client's family.

Speaker(s):

Tags: EST

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