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Dear Registrant - The Academy is happy to be able to offer you a variety of programs that have been recorded and are now available Ondemand (video) or Podcast (audio only). Browse the topics below and click on the link for the description and purchase.  DVDs and CDs are also available.  Don't see what you are looking for?  Email This email address is being protected from spambots. You need JavaScript enabled to view it. for help.



Fundamentals of Grantor Trusts-October 27, 2020-LIVE

$120.00 each

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A grantor trust, much like any tax strategy, can provide wealth preservation by giving the assets within the trust certain asset protection. This course will provide you with a working knowledge of: •Grantor Trust rules – Why is it a Grantor Trust •Typical Grantor Trusts – Medicaid, SNTs and tax planning •Basis step up rules and Grantor Trusts •When not to use Grantor Trusts •How to draft Grantor Trusts •Uses and planning with Grantor trusts

Date of Program: October 27, 2020 from 5:00-7:45 PM via ZOOM
Please log on 10 minutes prior to the start of the program
Faculty: David DePinto, Esq., DePinto Law, LLP
MCLE:2 credits in Professional Practice and 1 credit in Skills