A Practical Guide to Trusts [PGTT]

Aug 6, 2019
Time: 8:00am - 4:00pm



Credit Hours:



Member: $295.00
Non-member: $445.00

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Discussion Leader:

Arthur Joseph Werner, J.D., M.S.    more info

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of
Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and
estate planning for high net worth individuals.
In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at
the Philadelphia University.
Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D.
in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation
to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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Website registration for this course closes on July 30, 2019. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

A Practical Guide to Trusts (PGTT)

August 6, 2019

Westmark Fairbanks Hotel
813 Noble Street
Fairbanks, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a clients financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.

Major Topics:
- The role of the trustee and how to avoid problems
- How to use trusts to avoid probate
- How revocable living trusts are affected by income, gift, and estate taxes
- Marital deductions and marital and bypass trusts
- How an irrevocable trust can be the center of an estate plan
- Advantages of an irrevocable life insurance trust
- How to create a dynasty trust
- Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool
- Trust options to provide security for older clients
- Advantages, tax consequences, and limits on charitable contributions and private foundations
- Charitable remainder and charitable lead trust issues
- How trusts can serve as asset protection devices
- Business trust issues

Learning Objectives:
At the end of this course you will be able to:
- Choose a practical understanding of when and how to implement and operate a trust in a clients financial, estate, and/or asset protection plan.

Designed For: CPAs, EAs, attorneys, bankers, and financial planners

CPE Credits: 8, Taxation

Level of Knowledge: Basic

Prerequisite: None

Acronym: PGTT

Discussion Leader: Arthur Joseph Werner, J.D., M.S. (Taxation)