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Decoding Trusts and Wills: Provisions for PFP Practitioners

Aug 21, 2025 · 1 hour 27 min watch

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Experts Laura Hinson, CPA, and Kathryn Neely, CPA, guide you through why trusts are created, how they function, and key tax considerations. Insights into trust roles, types, and complexities to enhance your financial planning expertise are discussed.

Topics covered:

  • The big picture: Understand why trusts are created and how they’re used, including revocable trusts, ILITs, GRATs, SLATs, and more. Explore bespoke documents tailored to taxpayer needs.

  • Roles in a trust: Overview of key roles, including grantor, trustee, beneficiary, and protector.

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