6 Reasons you should consider a trust

Categories: Blog, Follow Us, Knowledge Center|Tags: , , , , , , , |

6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]

Portability: Weird and Wonderful

Categories: Knowledge Center, TRO Newsletters|Tags: , , |

 

 

 

Portability: Weird and Wonderful

 

The simplicity and complexity of portability often creates unintended consequences. Let’s discuss how to steer clear of traps for the unwary and anticipate the credit to come as we seek to understand the nuances of one of the newest features of the estate tax law. Optimizing the use of the Deceased Spousal […]

Trust Services Webinar: Dysfunction Junction: The Real Issue in Estate Planning – Family Dynamics

Tags: , , , |

So much attention is placed on tax planning and investment results, partly because they are
quantifiable and thus easier to compare. But the real purpose of the estate plan is to carry out
the wishes of the Settlor.  Regardless of the fact that few estates owe estate tax anymore, the
need for estate planning […]

He Did WHAT?!?: Ethics in the Estate Plan

Tags: , , , |

In this session on Ethics we will examine the ethical side of our role as trustee and
investment advisor to the trust.
Ethics play a major role in the life of a Fiduciary. Control of lots of money,
clients sometimes not fully aware, related parties exercising influence, and other advisors
behaving badly.

Trust Services Webinar: Austin Powers…Of Appointment: Six Rules to Encode or Decode Every Trust

Tags: , , |

Powers of Appointment are the secret ingredient to the major advantages of irrevocable trusts
and the formula that makes them work, yet the code does not do a good job of quantifying them,
so we will do it for them. This knowledge makes it easier to decode documents, or design them
in the first place, but also […]

Trust Services Webinar: Show Me The Money: Investing for Different Types of Trusts

Tags: , , , |

In this session we will examine fiduciary investing, its common law rules, expansion or limitation
by the document, and changes under state law to glean insights into issues affecting the
investment decisions, documentation, and areas of liability. Using the Uniform Prudent Investor
Act as a guide, we will examine the thought process, considerations, documentation […]

Trust Services Webinar: Getting Granny’s Gold: IRS Dirty Dozen Tax Scams

Tags: , , |

Every year the IRS publishes a list of common scams they see. We should be aware of, protect
our clients against, and be able to warn people of the biggest and most common scams. This is
a classic area for elder financial abuse.
1 Hour CE Credit for attendees

Trust Services Webinar: Negate Probate: Settling an Estate using a Trust

Tags: , , , |

Probate is a hassle in many states, so trusts give us an alternative, more private manner in
which to distribute the assets of a decedent. In this session we will take a chronological walk
through of the estate settlement process and the critical elements of state law and document
language that need to be […]

Trust Services Webinar: Generation Skipping Without Skipping a Generation

Tags: , , |

This program will explore the Generation Skipping Transfer Tax treatment of accounts and the
misunderstandings as well as opportunities created in the tax laws.
Topics include:
What to identify upon account acceptance, what to discuss with clients and beneficiaries, which
accounts are affected, and how we communicate the advantages of Dynasty Trusts […]

Trust Services Webinar: E-Trustee Harmony: How to Select the Right Trustee

Tags: , , , |

Selecting the right executor and trustee is a big decision facing everyone creating an estate
plan. Putting some thoughtful consideration into the choice can make all the difference in the
success or failure of the plan and how the beneficiaries feel about it. Choosing a trustee is often
not considered deeply enough, and here […]

Load More Posts