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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audio CDs, DVDs, and FORMS |
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Dynasty Trusts
This 2.5-hour June 22, 2010 program by Steven G. Siegel, a nationally-recognized tax and estate planning adviser, gives you a comprehensive and useful explanation of Dynasty Trusts. Mr. Siegel describes their advantages, how they should be designed and structured, funding and much more
Major topics include: ü Introduction • what are they? • what makes them possible? • avoiding federal estate taxes
ü Dynasty Trusts And The GST Tax
ü The Rule Against Perpetuities ü How To Design And Structure The Dynasty Trust ü Funding And Uses ü Termination ü Selecting The Jurisdiction FORMS: Would you like excellent forms prepared by Mr. Siegel on this topic? Please go to our “Useful Forms For Lawyers” web site, www.NLFforms.com, where you will find over a hundred reasonably-priced fully-editable forms for immediate download.
This course does not qualify for NY CLE
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