{"id":309726975,"title":"Course #305- Critical Essentials Of Advanced Trust Planning - CD","handle":"course-305-critical-essentials-of-advanced-trust-planning-1-hour","description":"\u003cp\u003e\u003cstrong\u003eSpeaker: Spencer Melysiak, JD, LLM\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 305 \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e1 hour MCLE Credit\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eDiscover advanced estate planning techniques beyond the basics of estate planning trusts.\u003c\/p\u003e\n\u003cp\u003eKey Points:\u003c\/p\u003e\n\u003cp\u003e1. Generation Skipping Transfers\u003c\/p\u003e\n\u003cp\u003e2. Spousal Trusts\u003c\/p\u003e\n\u003cp\u003e3. Survivors Trusts\u003c\/p\u003e\n\u003cp\u003e4. Martial Deduction and Bypass Trusts\u003c\/p\u003e\n\u003cp\u003e5. Revocable Trusts\u003c\/p\u003e\n\u003cp\u003eObjectives:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand how to plan estates for multigenerational gifting\u003c\/li\u003e\n\u003cli\u003eLearn what A\/B\/C\/D arrangements are and how to handle them\u003c\/li\u003e\n\u003cli\u003eLearn what taxes apply with Generation Skipping Transfers\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eSpencer Melysiak is an business, estate, and tax law attorney in Roseville, California.\u003c\/em\u003e\u003c\/p\u003e","published_at":"2014-06-17T13:46:17-07:00","created_at":"2014-06-17T13:46:17-07:00","vendor":"Aaron \u0026 Aaron Inc. (dba Ulrich, Nash \u0026 Gump) CLE","type":"CD's","tags":["advanced","cds","credit-state_alabama","credit-state_alaska","credit-state_arizona","credit-state_california","credit-state_colorado","credit-state_connecticut","credit-state_delaware","credit-state_florida","credit-state_georgia","credit-state_missouri","credit-state_nevada","credit-state_new-jersey","credit-state_new-york","credit-state_pennslyvania","credit-state_texas","credit-state_vermont","general","single-course","wills-trusts-estates"],"price":5900,"price_min":5900,"price_max":5900,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":43594191244,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"Course# 305","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Course #305- Critical Essentials Of Advanced Trust Planning - CD","public_title":null,"options":["Default Title"],"price":5900,"weight":0,"compare_at_price":null,"inventory_quantity":1,"inventory_management":null,"inventory_policy":"deny","barcode":null}],"images":["\/\/cdn.shopify.com\/s\/files\/1\/0541\/9885\/products\/shutterstock_595254203s_800x_4bbe3eac-cc1d-4081-8828-81f30e60542e.jpg?v=1502481256"],"featured_image":"\/\/cdn.shopify.com\/s\/files\/1\/0541\/9885\/products\/shutterstock_595254203s_800x_4bbe3eac-cc1d-4081-8828-81f30e60542e.jpg?v=1502481256","options":["Title"],"content":"\u003cp\u003e\u003cstrong\u003eSpeaker: Spencer Melysiak, JD, LLM\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCourse 305 \u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e1 hour MCLE Credit\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eDiscover advanced estate planning techniques beyond the basics of estate planning trusts.\u003c\/p\u003e\n\u003cp\u003eKey Points:\u003c\/p\u003e\n\u003cp\u003e1. Generation Skipping Transfers\u003c\/p\u003e\n\u003cp\u003e2. Spousal Trusts\u003c\/p\u003e\n\u003cp\u003e3. Survivors Trusts\u003c\/p\u003e\n\u003cp\u003e4. Martial Deduction and Bypass Trusts\u003c\/p\u003e\n\u003cp\u003e5. Revocable Trusts\u003c\/p\u003e\n\u003cp\u003eObjectives:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eUnderstand how to plan estates for multigenerational gifting\u003c\/li\u003e\n\u003cli\u003eLearn what A\/B\/C\/D arrangements are and how to handle them\u003c\/li\u003e\n\u003cli\u003eLearn what taxes apply with Generation Skipping Transfers\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eSpencer Melysiak is an business, estate, and tax law attorney in Roseville, California.\u003c\/em\u003e\u003c\/p\u003e"}

Course #305- Critical Essentials Of Advanced Trust Planning - CD

Product Description
$ 59.00
Maximum quantity available reached.

Speaker: Spencer Melysiak, JD, LLM

Course 305 

1 hour MCLE Credit

Discover advanced estate planning techniques beyond the basics of estate planning trusts.

Key Points:

1. Generation Skipping Transfers

2. Spousal Trusts

3. Survivors Trusts

4. Martial Deduction and Bypass Trusts

5. Revocable Trusts

Objectives:

  • Understand how to plan estates for multigenerational gifting
  • Learn what A/B/C/D arrangements are and how to handle them
  • Learn what taxes apply with Generation Skipping Transfers

Spencer Melysiak is an business, estate, and tax law attorney in Roseville, California.

Click the links below to download log sheets.

CALIFORNIA LOG SHEETS

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