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VERSION:2.0
PRODID:
BEGIN:VEVENT
UID:246917klh
DTSTAMP:20260417T195136Z
DTSTART:20270317T130000Z
DTEND:20270317T203000Z
SUMMARY: Living Trust Administration Workshop 26-27
DESCRIPTION: Gain hands-on knowledge while focusing on the trust administration process on the death of the single settlor and the first spouse in a joint settlor trust. In today's estate tax environment\, with a change of the exemption in 2026\, the answers to core questions concerning whether to file an estate tax return\, make a portability election or make a QTIP election may surprise you. Learn what clauses to look for in the trust\; when and how to make portability and QTIP elections\; when to use the "Delaware Tax Trap" in place of QTIP election\; how to educate the client concerning trust administration\; and how to deal with assets outside the trust. Using checklists and forms\, understand how to create a practical system for administering the living trust after death.
CLASS:PUBLIC
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