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24SS-0419: Surgent's The Complete Trust Workshop (Self-Study)

Valid for one year from purchase date
Self-study - Downloadable PDF
16 CPE (16 technical)  |  16 IRS CE

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. The purpose of this course is to explore the many beneficial issues of trusts, an essential element in estate planning. This course gives insights and practical pointers concerning trusts of every shape and size after tax reform. Clients will be eager to review their estate plans in light of recent and proposed legislation.

Major subjects

  • Timely coverage of breaking tax legislation
  • Guide to legislative changes and their impact on trust planning
  • Introduction to trusts with emphasis on typical provisions
  • Revocable living trusts
  • Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts
  • Asset protection trusts
  • Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs
  • Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds
  • Irrevocable life insurance trusts
  • Medicaid trusts: special needs and Miller
  • Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts
  • Dynasty trusts
  • Section 461(l) as applied to trusts and estates
  • Trusts to hold S Corporations stock
  • Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions

Learning objective(s)

  • Identify the areas of trusts in connection with disability, charity, life insurance, leveraging gifts, principal residences, and minors
  • Understand the role played by a marital deduction trust and a credit shelter bypass trust
  • Explain how trusts may protect assets and perpetuate family wealth over multiple generations

Who should take this program?

Accounting and financial professionals who wish to have a complete understanding of the various uses of trusts


Our records indicate you are a nonmember. If you register, you will be charged $279.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $279.00
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More program information

of study
Financial planning
of study
Taxes - Technical (16.0)
Level Intermediate
Format Self-study - Downloadable PDF
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. A basic course in estate and gift tax and a basic course on estate and trust income taxation

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

Add to cart

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