“This seminar will provide attorneys, accountants, CPA’s, tax preparers, trust officers and wealth managers with the top wealth planning strategies available to their clients, said attorney J. Brian Page. “I will be presenting on the topic of Tax Reduction with Trusts- discussing the current state and federal tax regime, taxation of trusts, tax consequences of distributions, the tax implications of a trust becoming irrevocable, recent IRS changes and tax consequences of trusts in estate administration- and more.”
Attendees will learn how to best plan for their clients’ financial future and legacy. The comprehensive course will guide attendees through the plethora of trust options and give an incisive and straightforward analysis of when and how each can be used for maximum benefit.
Practical tips and techniques from experienced practitioners on a variety of matters ranging from:
- Pros and cons to select the best trust options for specific client situations;
- Anticipate tax consequences of various trusts;
- Sample trust language provided to save drafting time and avoid mistakes;
- Clarify the powers and duties of trustees in different trusts;
- Compare living and testamentary trusts for straightforward estate planning;
- Distinguish between accounting and taxable income and learn how trust income tax is reported;
- Understand how ATRA has changed the practice of marital trusts and learn when they are still useful;
- Review common ethical missteps that can cost you your license - and how to avoid them.
Register NOW and learn more by visiting NBI’s LIVE Seminar on Trusts from A to Z.
- BRIAN PAGE is an associate at Forster Boughman & Lefkowitz, whose practice encompasses a wide range of estate planning, taxation, corporate and business law, probate, trust matters and asset protection. He has published articles and spoken publicly in the areas of tax planning, probate, trust administration and federal tax law.
A native of Northeast Florida, Brian graduated with honors from the University of Florida in 2001 with a Bachelor of Arts degree in Classics (with an emphasis in Ancient Languages and Classical History). Upon graduation, Brian returned to his hometown, Keystone Heights, Florida to teach and coach high school football. After three years of teaching, Brian returned to the University of Florida to earn his law degree. Brian graduated cum laude from the University of Florida Levin College of Law in 2007. He then proceeded to earn his Master of Laws (LL.M.) in Taxation from the Florida Graduate Tax Program in 2008. While attending the Graduate Tax Program, Brian served as a Research Assistant to Professor Steven J. Willis.
Brian is admitted to practice in the State of Florida, the Middle District of Florida, Northern District of Florida, and the U.S. Tax Court. He is a member of the Tax Section and the Real Property, Probate and Trust Law Section of the Florida Bar. He is also a member of the Altamonte Springs Rotary Club. Brian also serves on the alumni advisory board for the Epsilon Zeta Chapter of Sigma Nu Fraternity at the University of Florida.
Brian grew up in Keystone Heights, Florida, and he currently resides in Longwood with his wife, Kristin and his son, Patrick. In his spare time, Brian enjoys reading Southern literature, traveling, attending Florida Gator football games, and spending time with family and friends.
The mission of Forster Boughman & Lefkowitz, is to be “the gold standard for asset protection, corporate, estate, and tax planning and associated litigation.” The firm’s attorneys provide experienced counsel in the areas of international and domestic corporate, tax, asset protection and related litigation, through highly personalized service. The firm is an approachable and economic alternative to large national and international law firms. For more information, visit www.fbl-law.com or call 407-255-2055 or toll-free at (855) WP-GROUP. Se habla Espanol.