In this September 25, 2013 2.1-hour (125 minute) program, Steven G. Siegel, president of The Siegel Group and a nationally-recognized tax and estate planning author and speaker, provides a useful explanation of a trust. Mr. Siegel also provides a practical overview of the many types of trusts which are used and describes how and when each should be considered in planning for your clients.

Major topics include:

ü Basic Characteristics And Elements of Trusts 

ü Why Are Trusts Useful And Necessary?

ü Living Trusts

ü Testamentary Trusts Generally

ü The Unified Credit Shelter Trust

ü Using Trusts To Secure The Benefit Of Marital Deductions

ü Trust Planning For Children

ü Life Insurance Planning With Trusts

ü Sophisticated Trusts

• SERT/SLAT

• dynasty

• S corp stock

• more

FORMS FOR LAWYERS:  Would you like excellent forms dealing with this topic? Please go to our “Useful Forms For Lawyers” web site, www.NLFforms.com, where you will find over 100 reasonably-priced, fully-editable forms for immediate download on many legal topics.

BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)