An overview of trust laws and a review of general concepts. Common structures and review of some more advanced trust planning issues. Extensive coverage planning issues through a discussion of […]

The tax consequences of a cross-border transaction can make or break any deal—and CPAs must know the basics and be aware of the traps. Get an introduction to the US […]

The tax consequences of a cross-border transaction can make or break any deal—and CPAs must know the basics and be aware of the traps. Get an introduction to the US […]

This course will cover advanced techniques related to income, gift and estate tax planning using trusts, especially the use of irrevocable trusts. Topics include creating irrevocable trusts without losing control […]

Protect assets from plaintiffs, creditors or government agencies. Review planning strategies and solutions, including planning with community property, business entities, trusts, and offshore structures. Learn how to protect from specific creditors, such as plaintiffs' attorneys, federal agencies, and lenders holding personal guarantees. Master techniques to protect homes, rental properties, bank and brokerage accounts, businesses, professional […]