Webinar

ACPEN Signature: 2019 Estate Planning and Trusts for CPAs

CPAs, although not practicing law, need to understand the basics of estate and trust planning.  As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them.  The course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work with legal counsel to find the best solutions for the client.

 

Objectives

  • Estate Planning
  • Trusts

Highlights

Estate Planning

  • Deceased Spouse Unused Exemption (DSUE)
  • Lifetime Giving - Basis Carryover

Trust Planning

  • QTIP Trusts (Qualified Terminable Interest Property)

Life Estate Trusts

  • Electing Small Business Trust (ESBT)
  • Qualified Subchapter S Trusts (QSST) - Issues related to Foreigners

Effective Grantor Trusts

Revocable Grantor Trusts and Testamentary Trusts

Spendthrift Trust

Additional Information

Designed For

Public Practitioners and Industry CPAs, EAs

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Taxes

Course Number

192206778

Level of Knowledge

Update

Add to Cart

View All Courses