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An Attorney's Guide to Irrevocable Trusts, Part I of II

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Date Published

April 7, 2020


Westchester County Bar Association


Estates, Trusts


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The seminar is an introduction to irrevocable trusts. It will cover such topics as the definition of a trust, what are the components of and parties to irrevocable trusts, how to read a trust, tax traps and trust taxation. Practical examples will be given. Descriptions of certain types of trusts, such as Trusts for Minors, Special Needs Trusts, Self-Settled Asset Protection Trusts, Charitable Trusts, Marital Trusts and IRA Trusts, will be given. The discussion of IRA Trusts will include the implications of the Secure Act.

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David Bruckman, Esq., MS TAX, CLU, TEP
Senior Consultant - Navis Wealth Management

David's passion is finding and employing loopholes and creative techniques to enable his clients to solve problems,... Read More

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Program Titles and Supporting Materials

This program contains the following components:

An Attorney's Guide to Irrevocable Trusts, Part I of II - Video
An Attorney's Guide to Irrevocable Trusts, Part I of II - Paper
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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