IEST-W02
An Introduction to Trusts

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

Date/Time: Monday, January 14, 2013, 1-3 p.m. Eastern (see all dates)

Presenter(s): Michael J. Tucker, CPA, John Dooling, J.D.

Almost all tax practitioners run into client situations involving the use of trusts. For this reason, each accounting and tax practitioner should have a command of the basic rules for trusts. This program is a basic introduction to how trusts are formed, basic trust language, types of trusts, and some basic tax planning strategies involving the use of trusts. This program will provide tax and accounting practitioners with the foundation upon which more advanced tax planning strategies involving the use of trusts can be built.

Major Topics:

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

Learning 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

Designed For: Any tax practitioner working with clients using or contemplating the use of trusts

Level of Knowledge: Basic

CPE Credits: 2, Taxes

Prerequisite: None

Advance Preparation: None

IEST-W02 An Introduction to Trusts

Best Value! Buy a webinar package and save -- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

IEST-W02
An Introduction to Trusts

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.