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The Trusts 101, organized by the National Business Institute will take place on 16th January 2015 at the Homewood Suites by Hilton Newburgh-Stewart Airport in New Windsor, USA. The conference will cover areas like Learn what not to do when selecting and drafting a revocable trust to avoid common mistakes.
Timings09:00 AM-06:00 PM (expected)Not Verified | Entry FeesPaid Ticket Starts from 349 USD View Details |
Estimated Turnoutupto 100 Delegates Based on previous editions | Category & TypeConferenceScience & Research |
EditionsJan 2015Frequency Not Available | Official LinksWebsiteContactsReport Error Claim this event |
Online Editions Trusts 101 30 Jan 2015 | |
Different Located Editions Johns Creek, USA15 Nov 2018 1 Followers Kansas City, USA05 Nov 2018 1 Followers Newark, USA10 Feb 2017 Frederick, USA17 Nov 2014 | |
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Schedule & Agenda
Fri, 16 Jan 08:30 AM - 09:30 AM | WHERE TO BEGIN? - AN OVERVIEW OF TRUSTS Marina O'Neill Main Terms Defined Major Laws Governing Creation and Administration of Trusts Who Are the Main Parties? Their Duties a...continue reading | |
Fri, 16 Jan 09:30 AM - 10:30 AM | REVOCABLE LIVING TRUSTS Melissa Manna-Williams Traditional Estate Planning vs. Revocable Trust Planning Credit Shelter Trusts Marital Deduction Trusts Qua...continue reading | |
Fri, 16 Jan 10:45 AM - 12:00 PM | TRUSTS USED FOR TAX REDUCTION Stephen E. Diamond Charitable Remainder Trusts Qualified Domestic Trusts Qualified Personal Residence Trusts (QPRTs) Defective Tru...continue reading | |
Fri, 16 Jan 01:00 PM - 02:15 PM | GRANTOR TRUSTS Marina O'Neill What Grantor Trusts are Used for Types of Grantor Trusts Provisions Triggering Grantor Trust Status Funding the Gra...continue reading | |
Fri, 16 Jan 02:15 PM - 03:25 PM | ESTATE PLANNING FOR THE DISABLED Melissa Manna-Williams The Types of Special Needs Trusts and Their Specific Purposes Who Can Be the Beneficiary Drafting Tips and Sam...continue reading | |
Fri, 16 Jan 03:40 PM - 04:40 PM | ETHICAL CONSIDERATIONS Stephen E. Diamond Who is Your Client? Confidentiality in Third Party Communications Assessing The Client's Capacity Avoiding Frau...continue reading |
Visitor Ticket Price
349 USD | fee |
41.490406-74.098181
Venue Map & Directions

180 Breunig Rd, New Windsor, NY 12553
USA
Featured Hotels in New Windsor
![]() | Homewood Suites by Hilton Newbu.. from USD 101.15 |
![]() | Red Roof Inn & Suites Newburgh .. from USD 84 |
![]() | Hampton Inn & Suites Newburgh S.. from USD 109.65 |
![]() | Howard Johnson by Wyndham Newbu.. from USD 55.21 |
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