Catalog  On-Demand Seminars  Webcasts  Podcasts  Webinars & Teleseminars  Help Your shopping cart is empty  Fiduciary & Trust Administration search: advanced CEtoGo (Audio Only) Incentive Trusts: Encouraging Good Behavior in Beneficiaries Course №: TD3-0205 Duration:  1 Hour 6 Minutes Original Program Date:  Wednesday, March 11, 2009 Buy Now Tell a Friend   Item Description | Pricing | Faculty | Course Materials Item Description Buy Now Parents and grandparents grasp for every tool to encourage good character and productive lives in their children and grandchildren.  Increasingly, they are adapting family trusts to provide material incentives for beneficiaries to obtain certain educational or other developmental goals of the benefactor.  Incentive trusts blend traditional trust planning with very delicate issues of intra-family relations and personal behavior.  This program will provide a practical guide to advising clients on forming an incentive trust, and structuring it to achieve the benefactor’s goals and to provide effective administration by the trustee.   Advantages and disadvantages of incentive trusts Relationship to larger estate plans and family businesses Best practices in fiduciary administration of incentive trusts Setting objective, measurable standards for beneficiaries Legal limitations and practical pitfalls of incentive trusts   Speakers John A. Warnickis a senior partner in the Denver office of Holme Roberts & Owen, LLP.  He has extensive experience in tax planning, purposeful trusts, multi-generational wealth transfer planning and philanthropic consulting.  He is the author of “Private Annuities and Self-Canceling Installment Notes (The Bureau of National Affairs, Inc.), the leading text for professional estate planners on private annuities and self-canceling installment sales.  Mr. Warnick consults with attorneys, accountants and financial planners across the nation on advanced estate planning techniques.  He has also worked with corporate trustees in several states on developing and implementing strategies for minimizing state income tax liability and establishing “Dynasty” and domestic asset protection trusts.  Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel.  He graduated magna cum laude from Brigham Young University, where he received his B.A., and with honors from George Washington University Law School, where he received his J.D.       The Institute of Certified Bankers This program received the following breakdown of continuing education credit, CTFA:       1.25 FID:          1.25 To obtain continuing education credits, ICB members should submit their credits electronically at http://www.icbmembers.org. Pricing Each price provides online access for 6 months after purchase. Member $225.00  Buy Now Non-Member $550.00  Buy Now Faculty Buy Now John A. Warnick, Holme Roberts & Owen, LLP Course Materials Buy Now Program Materials Speaker Contact Sheet Users who bought this CEtoGo (Audio Only) also bought... Buy Now Online Seminar Introduction to Estate Planning for the Closely Held Business Owner   CEtoGo (Audio Only) Introduction to Estate Planning for the Closely Held Business Owner   Online Seminar Get on the HSA Train! Enhance Your Bank’s Revenue Potential   Online Seminar Current Issues in Executive Compensation & Benefits Navigating through the New World of Corporate Governance and Shareholder Scrutiny   CEtoGo (Audio Only) Advanced Estate Planning for Closely Held Business Owners   Contact us at 888.262.7701 Email us at Support@InReachCE.com Having trouble using this site? Help us improve © California Bankers Association | Serving California Banks Since 1891 | (916) 438-4400 or contact us. | Site Map