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Everything You Need to Know About Trusts 25-26

 Various
 
8.0
Registration is Open
Member Price
$329.00 Regular Registration
Your Price
$439.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 08/26/2025 from 9:00 am to 4:30 pm
 Tue, 08/26/2025 from 9:00 am to 4:30 pm
 Tue, 08/26/2025 from 11:00 am to 6:30 pm
 Tue, 08/26/2025 from 11:00 am to 6:30 pm
 Thu, 11/20/2025 from 11:00 am to 6:30 pm
 Thu, 11/20/2025 from 11:00 am to 6:30 pm
 Thu, 12/18/2025 from 9:00 am to 4:30 pm
 Thu, 12/18/2025 from 9:00 am to 4:30 pm
 Thu, 12/18/2025 from 11:00 am to 6:30 pm
 Thu, 12/18/2025 from 11:00 am to 6:30 pm
 Tue, 04/21/2026 from 11:00 am to 6:30 pm
 Tue, 04/21/2026 from 11:00 am to 6:30 pm
Designed For:

CPAs, attorneys and financial planners.

Prerequisite:

General knowledge of income, estate and gift taxes.

An overview of trust laws and a review of general concepts. Common structures and review of some more advanced trust planning issues. Extensive coverage planning issues through a discussion of trust administration. The discussion covers special needs planning, asset protection, gift and estate tax planning, use of most common trusts, and portability versus A-B and A-B-C trusts.

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

Sponsors

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

Objectives

  • Identify income tax, gift tax and estate tax aspects of various types of trusts, and a primer on Purposeful Planning
  • human, non-tax related issues
  • Determine requirements for a valid trust, selecting trustees, trustee discretion, distribution clauses and probate avoidance
  • Recall estate planning and asset protection planning uses of different trusts
  • Identify advanced tax, estate, succession, retirement, special needs and asset protection planning using trusts
  • Recognize common obstacles and pitfalls, such as selection of trustee and property tax reassessment, and how to plan around them

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.