What CPAs Should Know About Trust Instruments Webinar

Jul 23
1:00 - 3:00 p.m.

Online

2-Tax
CPE Credits

This is a survey course on the intergenerational transfer of property -- focusing on what the CPA should know about trust instruments. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand, to the ability of language in the trust instrument to accomplish a certain tax result.
Highlights

Legal definitions & principals involving estates & trusts
Basic principles regarding property ownership
Types of trusts commonly used
Trust accounting fundamentals
Certain clauses that are important to understand
Formula valuation clauses
Requirements for a trust to be a qualified designated beneficiary of an IRA
Using IRD to fund charitable bequests

Registration

PICPA Member: $99
Nonmember: $149

More Information

Course No. TRIT-2024-01-WEBNR-205-01 Level: Intermediate

Prerequisites: A foundation in estate and gift tax and a working knowledge of estate and trust income taxation

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.