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Phone/Audio Streaming 

Monday, February 20, 2017

Program: 1:00-2:00p

Click on the "In Depth" tab for tuition and speaker information.

Choosing the right trust for a client’s needs requires cutting through a forest of bewildering alternatives.

Some trusts are flexible and offer no tax benefits; others offer substantial tax savings at the cost of control and flexibility.

Still other alternatives are efficient for charitable giving after death or providing for a special needs family member.

These choices are complicated by the impact of the new 3.8% tax on net investment income, the role of portability, the deductibility of expenses, and the relative aggressiveness of the IRS in challenging the ways in which clients use certain trusts.

This program provides a framework for assessing the different trust alternatives and decision-tree for determining which is best for your client’s specific circumstances.

  • Choosing the right trust for client goals
  • Framework of decision points – tax savings, flexibility, control, asset protection
  • Revocable v. irrevocable trusts – flexibility v. tax benefits
  • Self-settled trusts to shield assets from creditors and claimants
  • Special purpose trusts – Special Needs Trusts, credit shelter trusts, and insurance trusts
  • Charitable giving alternatives – charitable remainder trusts and charitable lead trusts
  • Issues related to the Generation Skipping Transfer Tax and portability
Product Information
Date Presented:
February 20, 2017 1:00 PM Eastern
1 hour
NCBA Member Price:
Non-Member Price:
Choosing the Right Trust for Client Goals | Live Replay from November 22, 2016 | Phone/Audio Streaming

Program Information and Tuition:

  • Program time and length: 1:00-2:00p EST (1 hour per program)
  • What is a Phone/Audio Streaming Seminar?
  • Phone/Audio Streaming seminars do not count against the State Bar's six-hour credit limit (per credit year) for computer-based CLE.
  • The instructions and materials are posted under "My Courses". 
  • Passports are not accepted for Phone/Audio Streaming seminars.
  • Co-Sponsored with Webcredenza
NCBA Member $80
Non-Member $80


Speaker Information
Blanche Lark Christerson   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Passport
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