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Best Practices In The Use of Trusts

SKU: EPP070

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Price$50

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Description

This engaging CLE course provides a comprehensive introduction to the strategic use of trusts in estate planning, with a focus on addressing special needs and optimizing tax considerations. Designed for attorneys, this program breaks down the critical issues that must be navigated to maximize the advantages of trust planning for clients.

Each segment of the course will explore key components of trust documents, offering in-depth guidance on essential elements such as trust powers, trustee succession, and trust termination, ensuring participants gain practical insights to enhance their practice.

Learning Objectives:

Understand the role of trusts in estate planning, special needs, and tax optimization.
Identify and address critical issues to enhance the effectiveness of trust planning.
Gain expertise in drafting and managing key trust document provisions, including trust powers, trustee succession, and termination clauses.
Learn strategies to tailor trusts to meet diverse client needs while ensuring compliance and efficiency.

Lecturer Bio

Dewey Golkin, Esq.

Dewey Golkin is a practicing attorney licensed in New York State, the United States Supreme Court, the District Court of New York, Southern and Eastern Districts and the United States Tax Court. He has served as a trustee of the Brooklyn Bar Association since 1992 and currently chairs the commercial law committee.

Mr. Golkin received his Bachelors of Science in Accounting and Masters of Science in Education from University of Pennsylvania. He has also received his Juris Doctor from Brooklyn Law School and his L.L.M. in taxation from Temple University School of Law. Mr. Golkin is a Certified Public Accountant licensed to practice in New York State. Mr. Golkin has also served as an Administrative Law Judge and Hearing Officer for over 20 years.

Mr. Golkin has more than 30 years of litigation experience and deals with a variety of areas including but not limited to Commercial Litigation, IRS practice, Estate and Tax Counseling, Criminal Defense, Administrative Law and Education Law.

National Academy of Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details, please .

Accreditation and CLE Rules for North Dakota

Best Practices In The Use of Trusts

Description

Learning Objectives:

Lecturer Bio

Dewey Golkin, Esq.

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