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Live Webcast Replay

A Practical Guide to Trusts

Total Credits: 2 including 2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  Industry |  Tax |  IRS Approved
Arthur Werner
Course Levels:
2 Hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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 Related seminars and products: 25

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.


Wed, Oct 30, 2019 - 09:00a to 10:40a CDT
Sat, Nov 02, 2019 - 11:00a to 12:40p CDT
Mon, Nov 25, 2019 - 01:00p to 02:40p CST
Wed, Dec 04, 2019 - 03:00p to 04:40p CST
Wed, Dec 18, 2019 - 07:00a to 08:40a CST
Sat, Dec 28, 2019 - 09:00a to 10:40a CST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, EAs, attorneys, bankers, and financial planners
Original Recording Date 05/08/2017
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 05/04/17

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
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: 132


Thomas M - Austin, Texas

"Great course!"

Lydia M

"Very enjoyable and informative!"

Linda B

"Easy to listen and understand."

Cynthia L

"Excellent information provided by this instructor"

Suzanne T - Sarasota, Florida

"Good instructor. Clear presentation. Helpful information for everyone. I would take more of his courses."

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