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An Introduction to Trusts (IEST)
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Many tax practitioners advise their clients with respect to the use of trusts. For this reason, each tax practitioner should have a command of the basic rules for trusts. This program is an introduction to how trusts are formed, basic trust language, types of trusts, and some planning strategies involving the use of trusts. This program will provide tax and accounting practitioners with the foundation upon which more advanced tax and legal planning strategies involving the use of trusts can be b

1/14/2016
When: 1/14/2016
11:00 AM - 1:00 PM
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Ian Redpath, J.D., LLM


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Many tax practitioners advise their clients with respect to the use of trusts. For this reason, each tax practitioner should have a command of the basic rules for trusts. This program is an introduction to how trusts are formed, basic trust language, types of trusts, and some planning strategies involving the use of trusts. This program will provide tax and accounting practitioners with the foundation upon which more advanced tax and legal planning strategies involving the use of trusts can be built. This program will not cover income taxation of trusts in any depth.

  

Objectives: * Understand how trusts are organized legally * Understand how trusts are used and the different types of trusts * Apply the concepts learned to client financial and estate plans

 

Major Subjects: * What is a trust from a legal viewpoint? * Basic trust terminology * Trust creation, termination, and distributions * Personal and charitable trusts * Revocable and irrevocable trusts * Grantor retained interest trusts * Charitable remainder trusts * Asset protection trusts

 

Designed for: Any tax practitioner working with clients using or contemplating the use of trusts; any tax practitioner who prepares Forms 1041

Prerequisite: None

 

Advanced Prep: None

 

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Ian Redpath, J.D., LLM

 

Vendor: Surgent McCoy

 

Field of Study: Taxes (2)

 

Level: Basic

 

CPE Credit: 2 Hours

 

Acronym: IEST

 

Registration Fees: $89.00

 

 

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