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Estate Planning Strategies Using Irrevocable Trusts 25-26

 Various
 
6.0
Registration is Open
Member Price
$259.00 Regular Registration
Your Price
$339.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/30/2025 from 11:00 am to 4:30 pm
 Tue, 09/30/2025 from 11:00 am to 4:30 pm
 Tue, 12/16/2025 from 11:00 am to 4:30 pm
 Tue, 04/28/2026 from 11:00 am to 4:30 pm
Designed For:

CPAs, attorneys, CFPs, trust officers and other financial professionals.

Prerequisite:

Basic knowledge of the taxation of estates, gifts, and trusts

With 2026 just around the corner, one of our clients? top concerns is the possible reduction of the $13.61 million transfer tax exclusion to a lower amount. Many advisers are turning to irrevocable trusts to take advantage of the currently high exclusion and freeze their estates. This course will analyze the advantages and disadvantages of using a wide variety of noncharitable trusts, such as spousal lifetime access trusts (SLATs), grantor retained interest trusts (GRATs and GRUTs), qualified personal residence trusts (QPRTs), life insurance trusts (ILITs), domestic asset protection trusts (DAPTs), dynasty trusts, and retirement trusts.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Advanced

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine the changing estate and trust planning environment
  • Recognize the opportunities in the gift, estate, and income tax treatment of irrevocable trusts
  • Identify the benefits of a deeper understanding of advanced trust planning

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.