Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn What Dynasty Trusts Are and How They Can Benefit Your Affluent Clients
This two-hour audio seminar on Tuesday, April 21, provides a practical and useful examination of dynasty trusts, the multi-generational planning tool for practitioners who advise wealthy clients and their families. The dynasty trust provides an opportunity to shelter wealth from transfer taxes while also protecting that wealth in trust for future generations.
Presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this insightful program discusses how dynasty trusts work and key issues and concerns in how they are created, funded, administered and terminated. Siegel, an outstanding speaker and presenter, will provide practical explanations and helpful tips on this interesting topic, so you can advise your clients with confidence. All accountants, attorneys and financial planners who advise clients on estate planning, trust planning and wealth management matters will benefit from this practice-oriented seminar.
Program Topics
Among the areas Steve Siegel will cover are:
- What is a Dynasty Trust – What Makes it Possible
- Dynasty Trusts and the Generation-Skipping Transfer Tax
- Leveraging the Dynasty Trust Opportunity
- Trust Duration and the Rule Against Perpetuities
- Trust Location Matters (State Law Issues)
- Design and Structure of the Dynasty Trust
- Asset Protection Opportunities
- Fiduciary Concerns
- Funding the Dynasty Trust
- Terminating the Dynasty Trust
Learning Objectives
- Obtain a comprehensive understanding of what dynasty trusts are
- Identify opportunities where dynasty trusts may benefit clients
- Understand key issues and concerns in how dynasty trusts are created, funded, administered and terminated
Register today for this insightful program on Tuesday, April 21 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
SPECIAL BONUS—each registered site will also get a free issue of CCH’s Journal of Practical Estate Planning
About the Speaker:
 |
Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University.
He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
Sign Up for Email Notifications
Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Intermediate
- NASBA Field of Study: Taxes
- Prerequisites: Basic knowledge of federal wealth transfer taxes
- Learn More About CCH's NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
-
Site License: $249 – Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
-
CD Recording: $249 – The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
-
Site License and CD Recording Package: $349 – This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
|
Need additional tax technical, accounting / auditing or financial and estate planning training and CPE?
See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
