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10/8/2014
The Art of Advocacy - What Can Lawyers Learn from Actors? (Webcast)

Picking the Right Trust: Alphabet Soup of Alternatives
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Picking the Right Trust: Alphabet Soup of Alternatives

7/1/2014

When: July 1, 2014
12:00 - 1:00 PM

Details
MCLE Accreditation
Nebraska Activity #93998, 1.0 hours CLE

PICKING THE RIGHT TRUST: ALPHABET SOUP OF ALTERNATIVES
First Run Broadcast: July 1, 2014
1:00 p.m. E.T./12:00 p.m. C.T./11:00 a.m. M.T./10:00 a.m. P.T. (60 minutes)

Choosing the right trust for a client’s needs requires cutting through a forest of bewildering alternatives. Some trusts are flexible and offer no tax benefits; others offer substantial tax savings at the cost of control and flexibility. Still other alternatives are efficient for charitable giving after death or providing for a special needs family member. These choices are complicated by the impact of the new 3.8% tax on net investment income, the role of portability, the deductibility of expenses, and the relative aggressiveness of the IRS in challenging the ways in which clients use certain trusts. This program will provide you with a framework for assessing the different trust alternatives and decision-tree for determining which is best for your client’s specific circumstances.

• Choosing the right trust for client goals – tax savings, protecting assets from claimants, providing for family, charitable giving
• Revocable v. irrevocable trusts – flexibility v. tax benefits
• Use of self-settled trusts to shield assets from claims of creditors and others
• Role of special purpose trusts – Special Needs Trusts, credit shelter trusts, and insurance trusts
• Charitable giving alternatives – charitable remainder trusts and charitable lead trusts
• Issues related to the Generation Skipping Transfer Tax and portability
• Integration with larger estate plans

Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies.  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.

To Register:  Cost $89.00

http://ne.webcredenza.com/catalog.aspx?browse=ViewProg&catid=1985

  • Click on above link
  • Click “Login to add to cart” button at the bottom of the program page
  • This will take you to the log in page, FIRST time users will need to create a user name and password that is separate and distinct from any information you may have used for the Nebraska State Bar website
  • Please be sure to use the attorney name and contact information of the person who is to receive the CLE credit
  • Once completed click “Update & Proceed to Payment”
  • The final step is to click “Submit Payment”
  • At this point you will receive an email confirmation of the purchase
  • The day before the Program you will receive the dial in information and program materials
  • We will submit the program participation information to the Nebraska State Bar Association within 48 hours of the program completion

If you need additional information on your CLE credits please contact:

Kathryn Bellman, Nebraska State Bar Association
(402) 475-7091 ext # 131; kbellman@nebar.com

 
 

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Nebraska State Bar Association, 635 S. 14th St., Suite 200, P.O. Box 81809, Lincoln, NE 68508
(402) 475-7091; Toll Free (800) 927-0117; FAX (402) 475-7098