Using Trusts in Estate Planning and Asset Protection

James J. Costello, Jr. will be a presenter at the seminar “Using Trusts in Estate Planning and Asset Protection.” The 2 day seminar is sponsored by the National Business Institute and will take place on Thursday, November 15 and Friday, November 16 from from 9:00 am to 4:30 pm at the Courtyard Princeton. CLE and CPE credits are available.

The seminar will guide attendees through how to effectively use trusts for estate planning and asset protection. Attendees will explore a variety of planning tools that will help them tailor a trust that fits their client’s specific situation.

  • Find out how to select the best trust option for each unique situation.
  • Protect retirement accounts with the use of IRA trusts.
  • Use trusts to help clients qualify for Medicaid while protecting their assets.
  • Discover ways to structure special needs trusts so beneficiaries still qualify for public benefits.
  • Learn how to minimize client’s tax burdens with the use of defective trusts.
  • Properly handle the administration of a trust.
  • Clarify who the client is to avoid conflicts of interest and other ethical violations.

The basic to intermediate level seminar is designed for professionals involved in structuring and administering trusts:

  • Attorneys
  • CPAs and Accountants
  • Trust Officers
  • Tax Managers
  • Wealth Managers
  • Paralegals

To register, please click here.

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