Get in touch. Contact us or request a meeting.

I'd like to schedule a meeting.
Sending message...

Hellmuth & Johnson

8050 West 78th Street, Minneapolis, MN 55439
LOCAL 952-941-4005
FREE 888-343-3918
FAX 952-941-2337

Subscribe. Join our mailing list.

Community Association
Family Law
IT & eCommerce
Real Estate


Transmission of information to H&J via this form does not establish an attorney-client relationship. Confidential information should not be sent through this form.

Accept    Decline

Trusts From A to Z

Estate Planning

About this seminar

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!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide 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.

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

Is this seminar for you?

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

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Enrolled Agents
  • Tax Managers
  • Wealth Managers


No upcoming seminars.