This program covers the basics of using trusts to avoid estate tax for a married couple. It begins with a review of the often-overlooked non-tax reasons to use trusts, and explains in detail how A-B trust planning is used to achieve optimum estate tax results with revocable living trust. It provides a solid foundation for understanding current estate planning techniques to minimize both estate tax and income tax. Substantial time will be allowed for questions.
Attendees will leave with a solid fundamental understanding of the benefits and problems with use of A-B trusts, and will be ready to address more sophisticated estate planning concepts.
"This was exceptionally well done given the complexity of the issues. It provides a good beginning to a complex area"
"Great session! I'm excited for part II. Bill was able to provide a good amount of detail in this short time."
"Great session and presenter! I especially appreciate that he allowed time for questions."
"Excellent speaker; clarity, content, timing comprehensiveness superb."
"Bill provided good examples of planning reasons for trusts beyond simply saving estate taxes. Appropriate amount of material for 1 hour course- good pace to cover material with enough depth without being rushed."
"Wonderful speaker. Did an incredible job presenting and answering questions."
William F. Coyne, Jr., Esq. is an attorney with Boston Legacy Planning LLC in Needham, Massachusetts. Bill’s practice is primarily in the areas of estate planning for individuals and business owners, legacy planning, trust settlement, and avoiding and resolving family disputes. He is a member of the National Network of Estate Planning Attorneys, and has taught at its semi-annual Collegium on topics such as income taxation of trusts, and dispute resolution. For the past several years, Bill has participated in a panel for Massachusetts Continuing Legal Education on the Massachusetts Uniform Trust Code, Trusts and Real Estate.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
Boston Legacy Planning LLC is a law firm focusing on estate planning, business transition planning, and avoiding and resolving related disputes. The firm was founded in 2011 by attorney William F. Coyne, Jr.
The firm’s mission is to help clients create estate plans and business transition plans that achieve their life goals for themselves and for their families. To do this we apply the Bedrock Principles of Legacy Planning to avoid the common reasons why estate plans do not work.