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 over the assets placed into the trust by using trust protectors, retaining the ability to unwind the trust, and drafting irrevocable trusts that are defective […]

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 […]

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 […]

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 over the assets placed into the trust by using trust protectors, retaining the ability to unwind the trust, and drafting irrevocable trusts that are defective […]