Webinar Registration

The Premature Demise of the Trust-Based Estate Plan
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, January, 15
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Scott Levin
Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP®
Advisor, Charitable and Estate Planning Wescott Financial Advisory Group

What You'll Learn

Due to the High Federal Estate Tax Exemption amount and Portability, many estate attorneys, CPAs, and Financial Advisors have abandoned Trust based estate planning. Although many people are no longer subject to the federal estate tax, there are numerous other reasons to consider implementing a…

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What You'll Learn
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Webinar Description

Due to the High Federal Estate Tax Exemption amount and Portability, many estate attorneys, CPAs, and Financial Advisors have abandoned Trust based estate planning. Although many people are no longer subject to the federal estate tax, there are numerous other reasons to consider implementing a Trust-based estate plan. These include avoiding probate, continuity of asset management, distribution control, creditor and divorce protection, spendthrift protection, protection from future estate taxes, utilizing a state exemption, multiple marriages, protection from multiple death taxation, estate tax free asset growth, GST exemption protection, future probate avoidance, special needs protection for government benefits, pet care, business incubation, loss of the DSUE, and protection from a future exemption decrease. 

This session, led by financial advisor Scott Levin, J.D., LL.M, MBA, CFP®, will explore the advantages and applications of trust-based estate planning by reinforcing the importance of considering trusts even when estate taxes are not a primary concern and providing examples of real-life scenarios where trust-based plans have provided long-term financial protection and flexibility.

Learning Objectives:

  • Analyze the various benefits of trust-based estate planning.
  • Identify the legal safeguards provided by trusts and how they control asset distribution.
  • Apply trust-based solutions to specialized situations, such as special needs protection, business incubation, and pet care.

 

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit. 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.