Estate and Trust Primer: Tax Staff Essentials
If you have questions about this event, please call us at 952-831-2707.
Friday, Nov. 14, 2025
Noon-4 p.m. Central
4 CPE (4 technical)
Course code: 25WI-0339
View pricing
A comprehensive guide to estate planning and the taxation of trusts.
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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Taxation of trusts and estates
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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 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, estate attorneys
Pricing
|
Standard Member Fee |
$225.00
|
 Standard Nonmember Fee |
$269.00
|
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$269.00
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If you have questions about this event, please call us at 952-831-2707.
