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Self-Paced Online

Building Flexibility into Irrevocable Trusts

What You Will Learn

  • Introduction To Types of Trusts: a. Testamentary trusts b. Living trusts or intervivos trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Irrevocable trust provisions
  • Loan Provisions

Share this program:

What You Will Learn

  • Introduction To Types of Trusts: a. Testamentary trusts b. Living trusts or intervivos trusts
  • Revocable Trusts
  • Irrevocable Trusts
  • Irrevocable trust provisions
  • Loan Provisions
Date Published

February 25, 2021

Publisher

Westchester County Bar Association

Subjects

Irrevocable Trusts

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary

The speaker will discuss and analyze numerous provisions and strategies to add flexibility to irrevocable trusts - practical and tax consequences will be addressed.
 

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Presenters

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:

Building Flexibility into Irrevocable Trusts - Video
Program Outline - Paper
Building Flexibility into Irrevocable Trusts - Slide Handout
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Credit

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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