Using Trusts in Estate Planning and Asset Protection Seminar

Date: December 11, 2018
Time: 9:00 AM
Show Map

Our Partner Michael Zapson will be a faculty member at the NBI seminar on December 11th and 12th. He will discuss how to successfully handle the trust needs of clients. The talk will take run from 9 a.m/ until 4:30 p.m. at the Four Points by Sheraton at 333 S Service Road in Plainview. Credits are available. Please click the link below for more details.

Course Content

Day 1:

  • Trust overview
  • Determining which Trust to use
  • Grantor Trusts: When and how to use them
  • IRA Trusts: Protecting Retirement Accounts
  • Using Trusts to qualify for Medicaid
  • Charitable Trusts: Setting aside assets and tax planning

Day 2:

  • Special Needs Trusts: Planning for disabled beneficiaries
  • Asset Protection Trusts: Maximizing the effectiveness
  • Using Irrevocable Life Insurance Trusts (ILITS)
  • Tax Planning with Trusts
  • Administering Trusts
  • Making changes to Trusts
  • Remaining ethically compliant


To register, click here.