National Business Institute will present “Trusts From A to Z” on Monday, July 25, from 8:30 a.m. to 4:40 p.m. at Embassy Suites Hotel Detroit-Southfield, 28100 Franklin Road in Southfield.
Planning a client’s financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this program, the faculty will guide attendees through the plethora of trust options and give a straightforward, incisive analysis of when and how each can be used for maximum effect.
Attendees will learn how to:
• Weigh all the pros and cons to select the best trust options for specific client situations.
• Anticipate tax consequences of various trusts.
• Use sample trust language the faculty provides to save drafting time and avoid mistakes.
• Clarify the powers and duties of trustees in different trusts.
• Compare living and testamentary trusts for straightforward estate planning.
• Distinguish between accounting and taxable income and learn how trust income tax is reported.
• Understand how ATRA has changed the practice of marital trusts and learn when they are still useful.
• Review common ethical missteps that can cost an attorney his/her license—and how to avoid them.
Cost is $359 which includes audio CD and course book.
To register, call 1-800-930-6182 or visit www.nbi-sems.com.
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