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Estate & Trust Primer - Tax Staff Essentials

Available Until

**OnDemand**

6.5 Credits

Member Price $149.00

Non-Member Price $190.00

Overview

Save when you buy the complete Tax Staff Essentials, Level 3 online bundle.

Have a strategy in place for taxes in estate planning

Learn how best to manage:

  • Tax obligations of trusts and estates, and how these obligations affect beneficiaries
  • The federal income taxation of trusts and decedents' estates, along with the effects certain tax scenarios have on beneficiaries
  • Planning options that can minimize your clients' taxes during income accumulation, and the distribution or transfer of wealth to intended beneficiaries

Learning Objectives

  • Learn about the various types of trusts.
  • Advise clients on filing requirements for Form 706 and Form 709.
  • Identify the elements of an estate.
  • Identify the elements of a grantor trust.
  • Minimize transfer taxes by incorporating exemptions and credits.
  • Understand statutory provisions that mandate or protect the interests of a decedent's spouse and children.

Highlights

Key Topics

  • Types of trusts
  • Trustee powers
  • Recognition and realization of income
  • Elements of an estate
  • Taxation of trusts and estates
  • Basic concepts of estate planning

Prerequisites

None

Designed For

Who Will Benefit

  • CPAs
  • Financial advisers
  • Estate attorneys

Non-Member Price $190.00

Member Price $149.00