Tuesday, October 9th at 3 p.m. ET (2 p.m. CT, 12 p.m. PT)
Presented by: Martin Shenkman
Earn: 1 CFP® CE (pending approval), and 1 NAPFA CE in E - Retirement Planning & Employee Planning
Members: $39.00/ Non-Members: $59.00
NOTE: Free for registered attendees of the 2018 NAPFA Fall National Conference
Modern trust planning is very different than the simple traditional trust that named Aunt Jane as trustee and distributed all assets to the kids by age 30. Modern trusts offer a tremendous number of robust planning options for clients of all income and wealth levels. Advisers need to understand the mechanisms used in order to provide proper planning advice, determine asset location decisions, assure that their clients are protected and much more. Directed trusts are a common tool in the modern trust planning arsenal and an essential tool if advisers want to retain family assets and relationships after the patriarch or matriarch dies leaving assets to trusts. Modern trusts after the 2017 Tax Act are more varied and can present a number of income tax planning options relevant to all wealth levels. Advisers need to understand the basics of trust options to understand and implement this planning. This program will build a foundation on which a more advanced trust planning program, tailored specifically to the financial adviser, will be presented at NAPFAs annual convention in Philadelphia on October 16, 2018.
A widely-quoted expert on tax matters, Mr. Shenkman is an attorney in private practice, concentrating on estate and tax planning. He is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous public and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN, and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network.