All About Trusts for Today’s Tax Professionals

Course Information

Title:	All About Trusts for Today’s Tax Professionals
Category:	Taxation
Field of Study:	Taxes
Course Code:	M313
CPE Credits:	16.0
Price:	99.95

Description

Description:

Trusts are an essential element in estate planning. Tax reform and recent and proposed legislation will continue to affect trust usage in the current year and beyond. Clients will be eager to review their estate plans in light of these changes, and must be informed about the essentials of planning. Packed with insights and practical pointers, this course explores many issues concerning trusts of every shape and size.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

Course Details

Category: Taxation

Field of Study: Taxes

Passing Score: 70%

Technical Details: Taxation is a technical field of study for all states.

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Objectives

Objectives:

Explain how trusts may protect assets and perpetuate family wealth over multiple generations
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

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: IRS credit for Enrolled Agents

Profession Identifiers: CPA, EA