Blog

Arista Law & Tax Attorneys Present at Advanced Level Estate Planning Seminar in Miami

lawyer-explaining

Eduardo R. Arista, Principal of Arista Law & Tax and Andrew Fusco, associate at Arista Law & Tax, recently participated as speakers in the seminar hosted by the National Business Institute titled Estate Panning from A-Z, in Miami, FL.

The National Business Institute provides this highly effective yearly seminar to enhance the knowledge and skills professionals need to draft tailored testamentary documents and minimize taxable estate for clients. The audience was composed of Attorneys, Estate and Financial Planners, Trust Officers, Paralegals, Accountants, and Tax Preparers.

In an effort to teach other professionals in the industry, provide them with an advanced level training, and give them effective estate planning techniques Eduardo Arista and Andrew Fusco presented on several different topics including:

  • Ethical Considerations:
    • Defining Who Your Client is From the Start
    • Handling Clients with Diminished Capacity
    • Lawyers Acting as Fiduciaries
    • Estate Status Updates for Clients
    • Practicing Before the IRS
    • Getting Paid
    • Preventing Unauthorized Practice of Law
  • Grantor Trusts
    • The Grantor Trust Rules
    • Intentionally Defective Grantor Trusts (IDGTs)
    • Grantor Trust Status
    • Filing Grantor Trust Taxes
  • Trusts Used for Tax Reduction
    • Irrevocable Life Insurance Trusts
    • Charitable Remainder Trusts
    • Qualified Domestic Trusts
    • Qualified Personal Residence Trusts
    • Defective Trusts
    • Education Trusts
    • Generation Skipping Trusts
  • Who is the Fiduciary?
    • Personal Representatives
    • Trustees
    • Choosing a Fiduciary
    • Trust Protectors and Advisors

For more information on how we can help you in the area of estate planning or other practice areas, please visit our website at www.aristalaw.com