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The National Leader in Federal Pre-Retirement and Benefits Training Since 1984

NITP offers training seminars on Federal Benefits, Financial Planning, Thrift Savings Plan Options/Investments for employees at all stages of their Federal careers: New Employees, Mid-Career Employees, and Pre-Retirement Employees.

The seminars address the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) as well as the special retirement provision for law enforcement officers, firefighters, and air traffic controllers, when applicable.

We work with your HR/Training Officers to produce the seminar that meets your Federal Agency needs.  In addition to Federal Benefits and Financial Planning, available topics include (but not limited to):  Income Tax Planning, Estate Planning, Lifetime Health and Fitness, and Transition to Retirement.  We provide classroom instruction, as well as a number of distance learning options. Contact us for more information on topics and modes used to deliver seminars and webinars.

NITP Free Monthly Webinar Series
The Use of Trusts in Estate Planning

Date:  Thursday, May 9, 2019 at 2:00 PM ET

Featured Presenter:  Norman Handler, Esquire

 


About the webinar

How can you ensure that your wealth is passed on to your loved ones?  One benefit of a trust is having control of your wealth.  As part of a well-crafted estate plan, a trust may provide protection of your assets and minimize estate and gift taxes.

This webinar will focus on:

  • What is a Trust?
  • Types of Trusts
  • Benefits of a Trust
  • Establishing a Trust
  • Operating a Trust
  • Taxation of a Trust
  • Closing Out a Trust

Click here to register for the webinar