Hellmuth & Johnson attorney, Scott Nelson, will be presenting at a full-day seminar on “Trusts From A to Z.” Scotts presentation will be from 1:55-3:10pm, and will focus primarily on marital trusts and special needs trusts

For more information on the full day program please check out the information below. 


Program Description:

Understand All the Wealth Planning Options Available to Your Clients

Planning your clients’ financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time – register today!

Course Content:

  1. What are Trusts? Main Trust Principles
  2. Simple Testamentary Trusts and Revocable Living Trusts
  3. Tax Reduction with Trusts
  4. Generation Skipping/Dynasty Trusts
  5. Charitable Trusts
  6. Legal Ethics
  7. Marital Trusts in a Nutshell
  8. Special Needs Trusts (SNTs)
  9. Grantor Trusts
  10. Other Trust Structures and Issues

Continuing Legal Education:

Credit Hrs State
CLE 6.75 –  MN*
CLE 8.00 –  WI*

Continuing Professional Education for Accountants – CPE for Accountants: 8.00

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of State Boards of Accountancy – CPE for Accountants: 8.00 *

Professional Achievement in Continuing Education – PACE: 8.00 *

* denotes specialty credits

This basic level seminar is designed for the professionals involved in creating and administering trusts: