What are the general types of trusts commonly used and advantages and disadvantages of each, such as identifying what a grantor trust is and where it can be useful? The differences between revocable and irrevocable, and particularly the tax treatment of each, will be covered. Also discussed will be the income tax disadvantages of trusts which accumulate income under the most recent tax legislation, and the impact of the capital gain tax and the Affordable Care Act tax on accumulation trusts.
Bonnie McGuire Jones, Esq., Bonnie McGuire Jones PLLC, Clifton Park
1.5 MCLE Credits
The Revocable Living Trust Outline | Available after Purchase |
Sample Language and Forms | Available after Purchase |
Biography for Bonnie McGuire Jones | Available after Purchase |
Effective Trust Planning - Introduction to Trusts (2013) (Audio Only)
Original Program Date: 10/23/2013 |
Effective Trust Planning: Special Needs Trusts (2013) (Audio Only)
Original Program Date: 10/23/2013 |
Effective Trust Planning & Drafting: Medicaid Trusts (2013) (Audio Only)
Original Program Date: 11/19/2013 |