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On Demand

A Practical Guide to Trusts

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Industry |  IRS Approved |  Tax
Arthur Werner
Course Levels:
2 Hours
Product Type:
On Demand
Access for 1 year(s) after purchase.


This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial, estate, and/or asset protection plan, and, if so, how the trust can best be implemented and operated. Participants will learn about the many different types of trusts that can be harnessed to save clients income, estate, generation-skipping, and other taxes, at both the federal and state level.


**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Learning Objectives

*Choose a practical understanding of when and how to implement and operate a trust in a client’s financial, estate, and/or asset protection plan.

Major Subjects

*The role of the trustee and how to avoid problems

*How to use trusts to avoid probate

*How revocable living trusts are affected by income, gift, and estate taxes

*Marital deductions and marital and bypass trusts

*How an irrevocable trust can be the center of an estate plan

*Advantages of an irrevocable life insurance trust

*How to create a dynasty trust

*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool

*Trust options to provide security for older clients

*Advantages, tax consequences, and limits on charitable contributions and private foundations

*Charitable remainder and charitable lead trust issues

*How trusts can serve as asset protection devices

*Business trust issues

Course Materials


Arthur Werner's Profile

Arthur Werner Related seminars and products

Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Course Developer Arthur Werner
Designed For CPAs, EAs, attorneys, bankers, and financial planners
Original Recording Date 05/08/2017
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.7

Total Reviews: 589


Charles Danna C - Houston, Texas

" "

Gary Carter G

"Great presentation skills, coupled with his experience and knowledge."

Jodi Smith J

"Excellent course."

Roy Rumbough R

"I learned more about trusts from this presentation than from any conference I have ever attended. "

John Johnson J

"Great presentation! "

Jia Xiu J

" "

Stephen Spradlin S - Waxahachie, Texas

"Very Interesting. Good Teacher."

John Lister J

"Great presentation!"

Margaret Bjordammen M - WICHITA FALLS, Texas

"Excellent presenter!"

Kym Anderson K - El Paso, Texas

"Just what I wanted ... exceeded my expectations."

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