A Survey of Trust Taxation Concepts for Elder Law Planning

Thursday, July 14
12:00-1:00 p.m. ET
Jill Roamer, J.D., CIPP/US

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2022/07/14 11:00 AM EST

What You’ll Gain in This Webinar

Elder law attorneys use a variety of different trusts when helping families with their lifetime planning. In this trust design process, practitioners will have to make important decisions regarding the tax treatment of trust assets and income.

Join ElderCounsel’s Law and Privacy Specialist, Jill Roamer, as she surveys various issues you will likely come across that stem from the rules contained in the Internal Revenue Code. Jill will cover the following topics to increase your trust drafting confidence:

  • What are the distinctions between complex and simple trusts?
  • What are the differences between a grantor and non-grantor trust?
  • What kind of trust qualifies as a Qualified Disability Trust?
  • What is a 5 and 5 withdrawal right?
  • What are the gift tax implications of funding a trust?
  • What are the federal trust filing requirements?

Who Should Attend: Attorneys interested in increasing their trust drafting confidence.

A Survey of Trust Taxation Concepts for Elder Law Planning
Thursday, July 14 at 12:00 p.m. ET
60 minute webinar

Can't make it to the live webinar? Register and we'll automatically send you the recording and materials following the event.

About The Presenter

Jill Roamer, J.D., CIPP/US
Law and Privacy Specialist, ElderCounsel

Jill is a Law and Privacy Specialist. Jill ensures ElderDocx provisions comply with federal and state law and is responsible for drafting and maintaining the corporate data privacy policy. Prior to joining ElderCounsel, Jill was a practicing attorney for 6 years and focused on elder law and taxation. Jill has a passion for these areas of law, as she sees the practical impact they have on families everyday.

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