Learning Center

To Trust or Not to Trust

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Includes a Live Event on 11/08/2021 at 12:00 PM (MST)

This presentation will discuss current estate tax proposals and the different types of trusts that clients should consider.  When is a Revocable Trust necessary, or is TOD, POD, and joint property enough.  We will also cover Irrevocable Trusts, Special Needs Trusts, IRA Trusts, Spendthrift Trusts and Protective Trusts for children and other heirs.  Also discussed will be charitable trusts, SLATS, GRATs and intentionally defective trusts, as well as when and how an irrevocable trust can be changed or the Trustee removed.

  • Describe different type of trust arrangements
  • Assess the pros and cons of certain types of trust arrangements vs. POD, TOD and Joint Property, and recommend which estate planning trust is right for each client
  • Understand the tax ramifications of different types of trusts

Gary Altman, JD, CFP, LLM (Tax)

Attorney, Altman & Associates

Gary Altman, Esq. has been serving the Washington metropolitan area for more than 30 years as an estate planning attorney at Altman & Associates (now Frost Law). Gary’s legal practice is dedicated to all aspects of estate law: including tax and charitable planning; business succession planning; special needs planning; asset protection strategies; reformation of irrevocable trusts and failed estate plans.  Gary has repeatedly been recognized by Washingtonian, Bethesda and Northern Virginia magazines as among the DC region’s “Best Estate Planners.”  He has also been recognized, for over 15 years, as a Maryland and Washington, DC “Super Lawyer".

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To Trust or Not to Trust
11/08/2021 at 12:00 PM (MST)   |  60 minutes
11/08/2021 at 12:00 PM (MST)   |  60 minutes This presentation will discuss current estate tax proposals and the different types of trusts that clients should consider. When is a Revocable Trust necessary, or is TOD, POD, and joint property enough. We will also cover Irrevocable Trusts, Special Needs Trusts, IRA Trusts, Spendthrift Trusts and Protective Trusts for children and other heirs. Also discussed will be charitable trusts, SLATS, GRATs and intentionally defective trusts, as well as when and how an irrevocable trust can be changed or the Trustee removed.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available