Knowledge Center

Friday, August 07, 2015

HMB's Julia Santullano to Speak at the Annual Conference of the Financial Planning Community in Illinois

2015 Conference for Advanced Planning

The Financial Planning Association of Illinois

September 1-2, 2015

Lisle, Illinois

"Trusts: More Exciting Flavors Than Jeni's Splendid Ice Cream"

Trusts have been used in one form or another for around 1000 years. Today, the variety and complexity of trusts ranges from the "vanilla" revocable trust used most commonly as a will substitute to exotic spiced nut flavors like asset protection trusts involving domestic and foreign tax and layered structure planning, with innumerable permutations in between. This presentation is intended to provide:

  1. An overview as to what a trust actually is and what elements are required to create a valid trust,
  2. A more detailed description of the types of trusts commonly seen with clients of means and the uses to which they put those trusts, and
  3. A discussion of tax and non-tax provisions commonly found in most trusts (and why) as well as those provisions seen most often in certain specialty trusts.

The materials are intended to appeal to novices in trust planning who can benefit from a general overview of the field as well as those more familiar with trusts who can benefit from some of the more detailed discussions about trusts uses and provisions. In all events it will allow the Financial Planner to engage in a more meaningful discussion with his or her clients regarding estate and tax planning and the best vehicles and silos in which to place certain types of investments.

Julia Santullano is an attorney in Horwood Marcus & Berk's Trusts & Estates Group. She focuses on estate planning for high-net-worth individuals and families and estate administration. She has particular experience in crafting complex estate plans and settling large estates, and has represented both individual and corporate fiduciaries. She frequently advises clients regarding the estate and income tax implications of planning for the disposition of substantial retirement assets while working to achieve their personal planning objectives.

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