Estate & Trust Primer - Tax Staff Essentials
Valid for one year from purchase date
Self-study - On-Demand
6.5 CPE (6.5 technical)
Course code: 26SI-0118
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Estate planning is vast and complicated. A fundamental understanding of estate and trust taxation is essential to helping clients plan for their futures.
Major subjects
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Types of trusts.
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Trustee powers.
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Recognition and realization of income.
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Elements of an estate.
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Basic concepts of estate planning.
Learning objectives
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Identify the elements of a trust.
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Recognize the difference between principal and income as defined by the Uniform Principal and Income Act (UPAIA).
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Identify tax payment and reporting requirements for estates and trusts.
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Distinguish between simple trusts and complex trusts.
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Recall when a grantor has a reversionary interest.
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Recall how pooled income funds are taxed.
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Recall the filing requirements for estates and trusts.
Who should take this program?
- CPAs, financial advisers and estate attorneys.
Pricing
|
Standard Member Fee |
$155.00
|
 Standard Nonmember Fee |
$195.00
|
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