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Conference

Trusts 101

16 Jan 2015 New Date Reminder
Homewood Suites by Hilton Newburgh-Stewart Airport, New Windsor, USAGet Directions
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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.


Timings

09:00 AM-06:00 PM (expected)
Not Verified

Entry Fees

Paid Ticket Starts from 349 USD View Details

Estimated Turnout

upto 100
Delegates
Based on previous editions

Category & Type

Conference
Science & Research

Editions

Jan 2015


Frequency Not Available

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Online Editions
Trusts 101 30 Jan 2015
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Organizer

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National Business Institute

USA3361 Total Events • 785 Followers
EditionJan 2015

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Speakers

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 USDfee
41.490406-74.098181

Venue Map & Directions

map of Homewood Suites by Hilton Newburgh-Stewart Airport

180 Breunig Rd, New Windsor, NY 12553
USA

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