Trusts from A to Z

Trusts from A to Z

Huck Bouma paralegal, Erika Jurgenson, will be a featured speaker at the National Business Institute Seminar, “Trusts from A to Z: Understand all the Wealth Planning Options Available to Your Clients.”  Erika will specifically be addressing the topics of both Special Needs Trusts and Charitable Trusts.

This seminar will be held Tuesday, November 19, 2019 at the Hilton Chicago/Oak Lawn, 9333 South Cicero Ave., Oak Lawn, IL 60453.

Agenda specifics on Tuesday, November 19, 2019:

Special Needs Trusts (SNTs)
1:00 – 1:45, Erika L. Jurgenson
When are SNTs Used? (SNTs vs. ABLE Act Accounts)
Types of SNTs
Tax Consequences of SNTs
Preserving Benefits Eligibility
Trustee Powers and Duties (What Can the Distributions be Used for?)
Sample Trust Language

Charitable Trusts
1:45 – 2:30, Erika L. Jurgenson
When are Charitable Trusts Used?
CRTs vs. CLTs
Tax Planning, Requirements and Consequences
Trustee Powers and Duties and Administration Issues
Exceptions to the Rules
Charitable Planning in Smaller Estates
Sample Trust Language