Kira S. Masteller

Current Issues In Revocable Living Trusts

May 24th, 2017 1:00 PM to 2:15 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

In this webinar, you’ll learn what a revocable living trust is, how it works, the tax implications, and other relevant issues. Upon completion of the course, you’ll be able to:

  • Describe the difference between a revocable and irrevocable trust
  • Explain the benefits of a revocable living trust, including:
    • No estate plan
    • Probate
    • Spousal property petitions
    • Community property vs. separate property
    • Guardianship proceeding
    • Joint tenancy
    • Designated beneficiary assets
  • Describe how to fund a revocable living trust with real estate and other assets, including:
    • Issues involving mortgages
    • Title commitment
    • Title insurance
    • Deeds
    • Property taxes
    • Other assets
  • Explain how a revocable living trust works, including:
    • Trust administration during your lifetime
    • Trust administration upon the death of the first spouse
    • Trust administration upon the death of the second spouse
    • Legal and valuation costs
    • Double stepped up basis – capital gains tax savings
    • The use of both estate tax exemptions
    • Creditor protection
    • Trusts for children and other beneficiaries
    • Trustee’s powers
    • Guardianship proceeding
  • Discuss the tax implications of funding a revocable living trust during your lifetime

CPE & CLE Credit: Participants can earn up to 1.5 CPE credits in the Taxes field of study.  Please note that CPE credit is only available for viewing the live program.  Attorneys can earn CLE credits for this course.

100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund.  If you are not satisfied with the webinar, we will provide you a full refund.  For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Beginner

Prerequisites: None

Advance Preparation: None

Instructional Method: Group: Internet-based

National Registry of CPE Sponsors:  Clear Law Institute 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 the 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.learningmarket.org.

View Continuing Education Credit

Attorneys

We are approved providers in several states, and our webinars are routinely approved in all states. When you register, you will enter the state(s) for which you are seeking CLE credit. In the unlikely event that the webinar is not approved, we will fully refund your registration fee.

This course is eligible for 1.5 General credits in the following states: CO, FL, KS, MO, NJ, NY, OK, RI, VA, WV, and WI.

This course is eligible for 1.3 General credits in the following states: AL, DE, GA, MS, OH

This course is eligible for 1.25 General credits in the following states: AK, AZ, AR, CA, HI, ID, IL, IN, IA, KY, LA, ME, MN, MT, NE, NH, NM, NC, ND, OR, SC, TN, TX, VT, WA and WY.

This course is eligible for 1.0 General credits in the following states: NV, PA, UT

This course is not approved in the on-demand/recording format for the following states: AR, KS, NE, RI, VA.

CPE

Clear Law Institute 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.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. CPE Credit: Maximum Credit Hours: 1.5. You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.5 hours. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.

Faculty - Kira S. Masteller


About the Presenter

Kira S. Masteller is a California trust and estate planning attorney and Shareholder at Lewitt,
Hackman, Shapiro, Marshall & Harlan. Ms. Masteller practice focuses on federal estate and gift tax planning, estate planning, business succession planning, trusts, wills, powers of attorney, post-death trust administration, and probate. .She is a graduate of San Fernando Valley College of Law.

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$99

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.