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Estate Planning Trusts Primer

ESTATE PLANNING TRUSTS PRIMER

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 5, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Trusts continue to be important planning pieces in our clients’ tax and financial planning. CPAs and other tax and financial advisors need to have a working knowledge of the basic types of trusts and how they fit into a client’s plan.

Learning Objectives:


  • Understand the current estate and income tax landscape for advising clients about trusts

  • Determine what type of trusts will assist clients in their probate avoidance and asset protection planning

  • Review the various types of tax planning trusts that still have relevance including credit shelter, QTIP, and life insurance trusts

  • Understand how trust planning changed for IRA beneficiary planning under the new SECURE Act

  • Discuss why trusts can be important in a client’s long term care planning

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Martin Finn

Lavelle & Finn LLP
Founding Partner
marty@lavelleandfinn.com
(518) 869-6227

Lavellefinn

Martin S. Finn, an attorney, and certified public accountant is a founding partner of the law firm of Lavelle & Finn, LLP. Mr. Finn counsels clients on estate, financial, tax, business, and elder law issues including personal and corporate tax planning, business counseling, structuring of business transactions, estate administration, and estate and business succession planning.

Mr. Finn earned a B.B.A. from Siena College (1980), a J.D. from Albany Law School (1983), an LL.M. in Taxation from New York University (1989), is an AICPA-credentialed Personal Financial Specialist (2016), and is a National Association of Estate Planners & Councils Estate Planning Hall of Fame® Accredited Estate Planner® (Distinguished) Nominee (2019). He is a member of the American, New York State, Albany County, and Schenectady County Bar Associations; the American Institute of Certified Public Accountants; the National Academy of Elder Law Attorneys, Inc.; and the New York State Society of Certified Public Accountants.

Mr. Finn is a frequent lecturer and, with law partner John H. Lavelle, is a co-author of Cents & Sensibility: The Practical Guide to Money & Aging (iUniverse, 2006), and Estate Planning Techniques for Mid-Sized Estates (PESI, 2005).

Mr. Finn is Chair of the AICPA Conference on Tax Strategies for the High-Income Individual; Chair of the AICPA Sophisticated Tax Conference; Financial Officer of the Elder Law and Special Needs Section of the New York State Bar Association; Past Chair of the Board of Directors of the Capital Region Chamber Foundation; Chair of the Supervisory Committee and member of the Board of Managers of CAP COM Federal Credit Union; Member of the Board of Directors of The Schenectady County Community College Foundation; and Former Schenectady County Legislator (District 3), 2008-2013.

He is also an Adjunct Professor at Schenectady County Community College and past Adjunct Professor at Siena College, Albany Law School, and the University at Albany.

Mr. Finn is the 2005 recipient of the Fr. Benjamin Kuhn Award for his contribution to Siena College, the 2001 recipient of the Schenectady County Bar Association’s Lawyer in Service to the Community Award and the 1998 recipient of Professional Education System, Inc.’s Excellence in Education Award

About Our Presenter

Lavellefinn
Lavelle & Finn, LLP has thrived by taking an individualized approach to working with our clients and building our firm. Our clients benefit from our high-touch atmosphere and enjoy having the members of our team know who they are and truly care about their individual needs. Our team has the right mix of attorneys, paralegals and administrative staff, providing our clients with expertise, knowledge and experience without massive overhead or international affiliates pushing us to provide esoteric specialties. We understand and respond to our clients’ needs and ensure each step of the process is dedicated to protecting their families and their wealth.