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About the Teleseminar
There are many reasons clients may choose not to use a trust to transfer property. The costs of forming and administering the trust may be too much in relation to the client’s estate. Tax benefits may be too insubstantial for the effort. Family or other personal circumstances may make trusts the wrong choice. Still, clients want a mechanism for efficiently passing property at death outside of formal legal proceedings. Clients may also want to retain income or some measure of control over the property during the lifetimes. This program will provide you with a range of trust alternatives, including the use of custodial accounts to pass financial assets, gifting techniques for tangible property, the use of insurance products, forms of ownership, and more.
- Alternatives to trusts in estate planning
- Use of custodial accounts, including bank, brokerage and retirement accounts
- Using beneficiary designations – and common (and costly) traps
- Sophisticated gifting techniques for tangible and intangible property
- Use of insurance products and plans to pass wealth
- Forms of ownerships – including joint tenancy with right of survivorship and traps
About the Speakers
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management in New York City, where she works with clients and their advisors to help develop estate, gift, tax, and wealth transfer planning strategies. Earlier in her career she was a vice president in the estate planning department of U.S. Trust Company. She also practiced law with Weil, Gotshal & Manges in New York City. Ms. Christerson is the author of the monthly newsletter “Tax Topics." She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to1.0 Estate Planning & Probate Law Specialty Credit Hour